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Klinwx

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- KlinwxKlinwx
  ·2022-11-21
  👍 👌
  The Fed Minutes May Deliver A Massive Blow To The Stock Market
  SummaryThe November Fed Minutes will be released Wednesday afternoon.The bond and currency markets a
  The Fed Minutes May Deliver A Massive Blow To The Stock Market
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- KlinwxKlinwx
  ·2022-10-20
  Ok
  Sorry, this post has been deleted
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- KlinwxKlinwx
  ·2022-10-20
  Ok
  US Fed Says Firms Gloomier on Outlook, but Inflation Pressures Easing
  US economic activity expanded modestly in recent weeks, although it was flat in some regions and dec
  US Fed Says Firms Gloomier on Outlook, but Inflation Pressures Easing
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- KlinwxKlinwx
  ·2022-10-11
  Ok
  Palantir Q3 Earnings: What To Expect
  SummaryPalantir is set to report Q3’22 results in November.I discuss my expectations for Palantir’s
  Palantir Q3 Earnings: What To Expect
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- KlinwxKlinwx
  ·2022-09-24
  Like
  Why I'm Not Worried About the Stock Market
  A lot of scary words have been floating around with "recession" and "inflation" at the top of the li
  Why I'm Not Worried About the Stock Market
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- KlinwxKlinwx
  ·2022-09-24
  Good
  Why Are Oil Stocks XOM, OXY, DVN Down Friday?
  There are three main reasons to answer the question: "Why are oil stocks down today?"Oil is under pr
  Why Are Oil Stocks XOM, OXY, DVN Down Friday?
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- KlinwxKlinwx
  ·2022-09-24
  👍
  Why I'm Not Worried About the Stock Market
  A lot of scary words have been floating around with "recession" and "inflation" at the top of the li
  Why I'm Not Worried About the Stock Market
  1.38K Comment
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- KlinwxKlinwx
  ·2022-09-16
  Go go go
  1.78K Comment
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- KlinwxKlinwx
  ·2022-09-13
  Great
  If You Think Tech Has Bottomed, Consider These Stocks
  Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasd
  If You Think Tech Has Bottomed, Consider These Stocks
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- KlinwxKlinwx
  ·2022-09-11
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  Sorry, this post has been deleted
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5%.</li></ul><p>It will be a holiday-shortened trading week, but it will not be short on news events. The massive news event will come on Wednesday at 2 PM with the release of the November Fed minutes. These minutes will likely reverse the equity market&#39;s celebration following a lower-than-expected October CPI report, as the Fed has a different view and is already pushing back hard.</p><p>Since the release of that CPI report on November 10, Fed-speak has been crystal clear - slower rate hikes do not mean a lower terminal rate, and one better-than-expected CPI report isn&#39;t going to change the path of monetary policy. Ultimately, these speakers seem to think rates are going even higher.</p><p>St. Louis Fed Governor James Bullard suggested dovish assumptions about monetary policy justified additional rate hikes.</p><p>The November FOMC statement indicated the likelihood of a slower pace of rate hikes coming, while the FOMC press conference indicated that the terminal rate was likely to be higher than previously expected in September. Since the FOMC meeting, a strong case has been laid out by many FOMC members for the overnight rate to head over 5% and potentially to go as high as 5.25% in 2023.</p><p>If this message of higher rates is correctly delivered in the FOMC minutes, then it seems more likely than not that the equity market rally since the October CPI report in mid-November should not only pause but reverse.</p><p><b>VIX Positioning</b></p><p>Additionally, the VIX should rise sharply heading into the FOMC meeting on December 14. Not on worries over a 50 or 75 bps rate hike but due to concerns over the Fed&#39;s Summary of Economic Projections and the committee&#39;s dot plot for terminal rate for the end of 2023.</p><p>In fact, throughout 2022, there has been a pattern of the VIX rising or falling into the FOMC meeting following the market&#39;s perception of the Fed minutes. Currently, the VIX is trading towards the lower end of its trading range, around 23. The last time the VIX was this low heading into the release of the FOMC minutes came back on August 17, which also marked the end of the August rally and was followed by a sharp rise in the VIX and a very sharp decline in the S&amp;P 500. The same thing also happened at the beginning of April, which also marked the end of the March rally, and early January, which marked the market peak.</p><p><img src=\"https://static.tigerbbs.com/2eb742a0f644a317b0c584c79d197735\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/></p><p>TradingView</p><p><b>Rates And The Dollar</b></p><p>The bond market is already anticipating the more hawkish commentary out of the Fed minutes to be released this week. The Fed funds rates again call for the peak rate to be above 5% and back to levels seen immediately following the November FOMC meeting. Additionally, that peak rate is now seen coming in July instead of May, incorporating smaller rate hikes.</p><p><img src=\"https://static.tigerbbs.com/085a10f01649229138206ef78793ac66\" tg-width=\"640\" tg-height=\"499\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The view of higher rates has also helped lift the 2-year yield, moving it back above 4.5%, and stopped the bleeding of the dollar index. These are critical signs that the bond and currency markets are listening to what the FOMC members are saying and taking the calls for higher rates very seriously. The Fed minutes should enforce the view of the Fed officials and should only help to push the dollar and rates even higher.</p><p>Higher rates and a strong dollar should help financial conditions tighten, pushing stock prices lower and increasing implied volatility levels.</p><p><img src=\"https://static.tigerbbs.com/d88b54ba9843396edf02be5023d2da16\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/></p><p>TradingView</p><p><b>Fall Back Plan</b></p><p>Just in case the market doesn&#39;t respond appropriately to these minutes. The Fed is taking no chances heading into the FOMC meeting this time and will ensure that there will be no mix-ups from a potential article drop heading into the December meeting. There will be no repeat of the October version of the dovish pivot.</p><p>This time Jay Powell will take things into his own hands and talk for an hour at the Brookings Institute on November 30, starting at 1:30 PM ET. The talk is even more critical because it will come one day before the official FOMC blackout period starts heading into the December 14 FOMC meeting. It will be Powell&#39;s chance to make sure the market does not veer off course over those two weeks.</p><p>The Fed has been telling the market all year that it intended to raise rates aggressively and wanted financial conditions to tighten. Yes, there have been countertrend rallies along the way, but if one thing is clear, the Fed has been committed to higher rates. If the minutes do not deliver that message this week, Powell will be sure to do on November 30 what he did on August 26 at Jackson Hole, putting the hammer down on the equity market again.</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>The Fed Minutes May Deliver A Massive Blow To The Stock Market</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 Fed Minutes May Deliver A Massive Blow To The Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-21 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559258-fed-minutes-may-deliver-massive-blow-to-stock-market><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe November Fed Minutes will be released Wednesday afternoon.The bond and currency markets are already preparing for very hawkish minutes.Fed board members appear to think rates may head ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559258-fed-minutes-may-deliver-massive-blow-to-stock-market\">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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4559258-fed-minutes-may-deliver-massive-blow-to-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117170787","content_text":"SummaryThe November Fed Minutes will be released Wednesday afternoon.The bond and currency markets are already preparing for very hawkish minutes.Fed board members appear to think rates may head towards 5%.It will be a holiday-shortened trading week, but it will not be short on news events. The massive news event will come on Wednesday at 2 PM with the release of the November Fed minutes. These minutes will likely reverse the equity market's celebration following a lower-than-expected October CPI report, as the Fed has a different view and is already pushing back hard.Since the release of that CPI report on November 10, Fed-speak has been crystal clear - slower rate hikes do not mean a lower terminal rate, and one better-than-expected CPI report isn't going to change the path of monetary policy. Ultimately, these speakers seem to think rates are going even higher.St. Louis Fed Governor James Bullard suggested dovish assumptions about monetary policy justified additional rate hikes.The November FOMC statement indicated the likelihood of a slower pace of rate hikes coming, while the FOMC press conference indicated that the terminal rate was likely to be higher than previously expected in September. Since the FOMC meeting, a strong case has been laid out by many FOMC members for the overnight rate to head over 5% and potentially to go as high as 5.25% in 2023.If this message of higher rates is correctly delivered in the FOMC minutes, then it seems more likely than not that the equity market rally since the October CPI report in mid-November should not only pause but reverse.VIX PositioningAdditionally, the VIX should rise sharply heading into the FOMC meeting on December 14. Not on worries over a 50 or 75 bps rate hike but due to concerns over the Fed's Summary of Economic Projections and the committee's dot plot for terminal rate for the end of 2023.In fact, throughout 2022, there has been a pattern of the VIX rising or falling into the FOMC meeting following the market's perception of the Fed minutes. Currently, the VIX is trading towards the lower end of its trading range, around 23. The last time the VIX was this low heading into the release of the FOMC minutes came back on August 17, which also marked the end of the August rally and was followed by a sharp rise in the VIX and a very sharp decline in the S&P 500. The same thing also happened at the beginning of April, which also marked the end of the March rally, and early January, which marked the market peak.TradingViewRates And The DollarThe bond market is already anticipating the more hawkish commentary out of the Fed minutes to be released this week. The Fed funds rates again call for the peak rate to be above 5% and back to levels seen immediately following the November FOMC meeting. Additionally, that peak rate is now seen coming in July instead of May, incorporating smaller rate hikes.BloombergThe view of higher rates has also helped lift the 2-year yield, moving it back above 4.5%, and stopped the bleeding of the dollar index. These are critical signs that the bond and currency markets are listening to what the FOMC members are saying and taking the calls for higher rates very seriously. The Fed minutes should enforce the view of the Fed officials and should only help to push the dollar and rates even higher.Higher rates and a strong dollar should help financial conditions tighten, pushing stock prices lower and increasing implied volatility levels.TradingViewFall Back PlanJust in case the market doesn't respond appropriately to these minutes. The Fed is taking no chances heading into the FOMC meeting this time and will ensure that there will be no mix-ups from a potential article drop heading into the December meeting. There will be no repeat of the October version of the dovish pivot.This time Jay Powell will take things into his own hands and talk for an hour at the Brookings Institute on November 30, starting at 1:30 PM ET. The talk is even more critical because it will come one day before the official FOMC blackout period starts heading into the December 14 FOMC meeting. It will be Powell's chance to make sure the market does not veer off course over those two weeks.The Fed has been telling the market all year that it intended to raise rates aggressively and wanted financial conditions to tighten. Yes, there have been countertrend rallies along the way, but if one thing is clear, the Fed has been committed to higher rates. If the minutes do not deliver that message this week, Powell will be sure to do on November 30 what he did on August 26 at Jackson Hole, putting the hammer down on the equity market again.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983298324,"gmtCreate":1666238989469,"gmtModify":1676537728448,"author":{"id":"3585112752489151","authorId":"3585112752489151","name":"Klinwx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585112752489151","idStr":"3585112752489151"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983298324","repostId":"2276806764","repostType":4,"isVote":1,"tweetType":1,"viewCount":2310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983298909,"gmtCreate":1666238971701,"gmtModify":1676537728441,"author":{"id":"3585112752489151","authorId":"3585112752489151","name":"Klinwx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585112752489151","idStr":"3585112752489151"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983298909","repostId":"2276249433","repostType":4,"repost":{"id":"2276249433","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1666227041,"share":"https://ttm.financial/m/news/2276249433?lang=&edition=fundamental","pubTime":"2022-10-20 08:50","market":"us","language":"en","title":"US Fed Says Firms Gloomier on Outlook, but Inflation Pressures Easing","url":"https://stock-news.laohu8.com/highlight/detail?id=2276249433","media":"Reuters","summary":"US economic activity expanded modestly in recent weeks, although it was flat in some regions and dec","content":"<html><head></head><body><p>US economic activity expanded modestly in recent weeks, although it was flat in some regions and declined in a couple of others, the Federal Reserve said on Wednesday in a report that showed firms growing more pessimistic about the outlook.</p><p>Moreover, the US central bank’s latest collection of anecdotes from contacts across its 12 districts, known as the “Beige Book,” noted inflation pressures had eased somewhat and were expected to continue doing so, a key “soft data” indication that the Fed’s aggressive interest rate hikes may have started to turn the tide against the highest inflation in 40 years.</p><p>“Some contacts noted solid pricing power over the past six weeks, while others said cost pass-through was becoming more difficult as customers push back,” said the report, which was compiled by the Dallas Fed from contributions received through Oct 7.</p><p>“Looking ahead, expectations were for price increases to generally moderate.”</p><p>That was a notable contrast with the previous report from late summer that had concluded most Fed contacts then had “expected price pressures to persist at least through the end of the year.”</p><p>The view that inflation was moderating was accompanied by concerns over the economic cost of the Fed’s rate hikes aimed at bringing those price pressures to heel: Demand was generally seen as softening.</p><p>“Outlooks grew more pessimistic amidst growing concerns about weakening demand,” the Fed said.</p><p>The central bank’s latest summary of observations from its business, community and labour contacts was released in the run-up to its Nov 1-2 policy meeting.</p><h2>Impact of rate hikes</h2><p>With the latest data showing inflation by the Fed’s preferred measure continuing to run at more than three times the central bank’s 2 per cent target, despite what has already been the most aggressive round of Fed policy tightening in 40 years, the report may do little to temper expectations for a fourth straight 75-basis-point rate hike in three weeks.</p><p>Policymakers have signaled they will keep raising rates until they see inflation cooling, even as they acknowledge that higher borrowing costs will likely translate to slower growth, softer labor markets and a likely increase in unemployment.</p><p>US job growth has been strong, and the unemployment rate in September fell to 3.5 per cent. While underlying price pressures for goods have eased as supply chains heal, those of services, which tend to be stickier, continue to rise rapidly.</p><p>But as Fed policymakers lift their benchmark overnight lending rate, currently in the 3 per cent to 3.25 per cent range, nearer to the 4.5 per cent to 5 per cent range that most of them think will be needed to drive down inflation, they and outside analysts are looking for evidence that the policy tightening is starting to do its work.</p><p>Such signs could usher in a slower pace of rate hikes that Fed chairman Jerome Powell has said will come “at some point.”</p><p>So far, they have been hard to see in much of the broad economic data beyond that tracking housing, where a sharp deceleration is underway.</p><p>Reports into the Cleveland Fed, for one, said higher prices and interest rates were constraining demand, not only for housing but increasingly for motor vehicles as well.</p><p>“Auto dealers reported flat or decreasing sales, noting that consumers had become wary of higher payments because of increased interest rates and higher vehicle prices,” the Cleveland Fed reported.</p><p>Overall, higher interest rates as a factor affecting demand, especially in both the residential and commercial property and construction sectors, earned more than two dozen mentions in the latest Beige Book.</p><p>The report showed the job market remained tight on balance, though perhaps not as stringent as before. There were also early indications of employers preparing for a downturn in activity with spot reports of hiring freezes and some layoffs.</p><p>The Philadelphia Fed said: “Contacts described a heightened expectation of a recession, and businesses intensified preparations for a downturn: Multiple firms instituted a hiring freeze, others initiated planning for layoffs if business conditions did not improve, and one firm noted broad-based layoffs were already under way.” REUTERS</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>US Fed Says Firms Gloomier on Outlook, but Inflation Pressures Easing</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\">\nUS Fed Says Firms Gloomier on Outlook, but Inflation Pressures Easing\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\">2022-10-20 08:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>US economic activity expanded modestly in recent weeks, although it was flat in some regions and declined in a couple of others, the Federal Reserve said on Wednesday in a report that showed firms growing more pessimistic about the outlook.</p><p>Moreover, the US central bank’s latest collection of anecdotes from contacts across its 12 districts, known as the “Beige Book,” noted inflation pressures had eased somewhat and were expected to continue doing so, a key “soft data” indication that the Fed’s aggressive interest rate hikes may have started to turn the tide against the highest inflation in 40 years.</p><p>“Some contacts noted solid pricing power over the past six weeks, while others said cost pass-through was becoming more difficult as customers push back,” said the report, which was compiled by the Dallas Fed from contributions received through Oct 7.</p><p>“Looking ahead, expectations were for price increases to generally moderate.”</p><p>That was a notable contrast with the previous report from late summer that had concluded most Fed contacts then had “expected price pressures to persist at least through the end of the year.”</p><p>The view that inflation was moderating was accompanied by concerns over the economic cost of the Fed’s rate hikes aimed at bringing those price pressures to heel: Demand was generally seen as softening.</p><p>“Outlooks grew more pessimistic amidst growing concerns about weakening demand,” the Fed said.</p><p>The central bank’s latest summary of observations from its business, community and labour contacts was released in the run-up to its Nov 1-2 policy meeting.</p><h2>Impact of rate hikes</h2><p>With the latest data showing inflation by the Fed’s preferred measure continuing to run at more than three times the central bank’s 2 per cent target, despite what has already been the most aggressive round of Fed policy tightening in 40 years, the report may do little to temper expectations for a fourth straight 75-basis-point rate hike in three weeks.</p><p>Policymakers have signaled they will keep raising rates until they see inflation cooling, even as they acknowledge that higher borrowing costs will likely translate to slower growth, softer labor markets and a likely increase in unemployment.</p><p>US job growth has been strong, and the unemployment rate in September fell to 3.5 per cent. While underlying price pressures for goods have eased as supply chains heal, those of services, which tend to be stickier, continue to rise rapidly.</p><p>But as Fed policymakers lift their benchmark overnight lending rate, currently in the 3 per cent to 3.25 per cent range, nearer to the 4.5 per cent to 5 per cent range that most of them think will be needed to drive down inflation, they and outside analysts are looking for evidence that the policy tightening is starting to do its work.</p><p>Such signs could usher in a slower pace of rate hikes that Fed chairman Jerome Powell has said will come “at some point.”</p><p>So far, they have been hard to see in much of the broad economic data beyond that tracking housing, where a sharp deceleration is underway.</p><p>Reports into the Cleveland Fed, for one, said higher prices and interest rates were constraining demand, not only for housing but increasingly for motor vehicles as well.</p><p>“Auto dealers reported flat or decreasing sales, noting that consumers had become wary of higher payments because of increased interest rates and higher vehicle prices,” the Cleveland Fed reported.</p><p>Overall, higher interest rates as a factor affecting demand, especially in both the residential and commercial property and construction sectors, earned more than two dozen mentions in the latest Beige Book.</p><p>The report showed the job market remained tight on balance, though perhaps not as stringent as before. There were also early indications of employers preparing for a downturn in activity with spot reports of hiring freezes and some layoffs.</p><p>The Philadelphia Fed said: “Contacts described a heightened expectation of a recession, and businesses intensified preparations for a downturn: Multiple firms instituted a hiring freeze, others initiated planning for layoffs if business conditions did not improve, and one firm noted broad-based layoffs were already under way.” REUTERS</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276249433","content_text":"US economic activity expanded modestly in recent weeks, although it was flat in some regions and declined in a couple of others, the Federal Reserve said on Wednesday in a report that showed firms growing more pessimistic about the outlook.Moreover, the US central bank’s latest collection of anecdotes from contacts across its 12 districts, known as the “Beige Book,” noted inflation pressures had eased somewhat and were expected to continue doing so, a key “soft data” indication that the Fed’s aggressive interest rate hikes may have started to turn the tide against the highest inflation in 40 years.“Some contacts noted solid pricing power over the past six weeks, while others said cost pass-through was becoming more difficult as customers push back,” said the report, which was compiled by the Dallas Fed from contributions received through Oct 7.“Looking ahead, expectations were for price increases to generally moderate.”That was a notable contrast with the previous report from late summer that had concluded most Fed contacts then had “expected price pressures to persist at least through the end of the year.”The view that inflation was moderating was accompanied by concerns over the economic cost of the Fed’s rate hikes aimed at bringing those price pressures to heel: Demand was generally seen as softening.“Outlooks grew more pessimistic amidst growing concerns about weakening demand,” the Fed said.The central bank’s latest summary of observations from its business, community and labour contacts was released in the run-up to its Nov 1-2 policy meeting.Impact of rate hikesWith the latest data showing inflation by the Fed’s preferred measure continuing to run at more than three times the central bank’s 2 per cent target, despite what has already been the most aggressive round of Fed policy tightening in 40 years, the report may do little to temper expectations for a fourth straight 75-basis-point rate hike in three weeks.Policymakers have signaled they will keep raising rates until they see inflation cooling, even as they acknowledge that higher borrowing costs will likely translate to slower growth, softer labor markets and a likely increase in unemployment.US job growth has been strong, and the unemployment rate in September fell to 3.5 per cent. While underlying price pressures for goods have eased as supply chains heal, those of services, which tend to be stickier, continue to rise rapidly.But as Fed policymakers lift their benchmark overnight lending rate, currently in the 3 per cent to 3.25 per cent range, nearer to the 4.5 per cent to 5 per cent range that most of them think will be needed to drive down inflation, they and outside analysts are looking for evidence that the policy tightening is starting to do its work.Such signs could usher in a slower pace of rate hikes that Fed chairman Jerome Powell has said will come “at some point.”So far, they have been hard to see in much of the broad economic data beyond that tracking housing, where a sharp deceleration is underway.Reports into the Cleveland Fed, for one, said higher prices and interest rates were constraining demand, not only for housing but increasingly for motor vehicles as well.“Auto dealers reported flat or decreasing sales, noting that consumers had become wary of higher payments because of increased interest rates and higher vehicle prices,” the Cleveland Fed reported.Overall, higher interest rates as a factor affecting demand, especially in both the residential and commercial property and construction sectors, earned more than two dozen mentions in the latest Beige Book.The report showed the job market remained tight on balance, though perhaps not as stringent as before. There were also early indications of employers preparing for a downturn in activity with spot reports of hiring freezes and some layoffs.The Philadelphia Fed said: “Contacts described a heightened expectation of a recession, and businesses intensified preparations for a downturn: Multiple firms instituted a hiring freeze, others initiated planning for layoffs if business conditions did not improve, and one firm noted broad-based layoffs were already under way.” REUTERS","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917811524,"gmtCreate":1665469713368,"gmtModify":1676537612238,"author":{"id":"3585112752489151","authorId":"3585112752489151","name":"Klinwx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585112752489151","idStr":"3585112752489151"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9917811524","repostId":"2274564850","repostType":4,"repost":{"id":"2274564850","kind":"news","pubTimestamp":1665469168,"share":"https://ttm.financial/m/news/2274564850?lang=&edition=fundamental","pubTime":"2022-10-11 14:19","market":"us","language":"en","title":"Palantir Q3 Earnings: What To Expect","url":"https://stock-news.laohu8.com/highlight/detail?id=2274564850","media":"Seeking Alpha","summary":"SummaryPalantir is set to report Q3’22 results in November.I discuss my expectations for Palantir’s ","content":"<html><head></head><body><h2>Summary</h2><ul><li>Palantir is set to report Q3’22 results in November.</li><li>I discuss my expectations for Palantir’s Q3 and what it would take for shares of the software analytics company to revalue higher.</li><li>Investors should chiefly focus on the US commercial business and free cash flow.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24510975614d28037c0df09e08027efb\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Michael Vi</span></p><p>Palantir (NYSE:PLTR) is estimated to submit its earnings card for the third quarter on November 10, 2022, and the company’s commercial results are likely going to attract a lot of attention. This is because Palantir’s financial results have beenlargely driven by the on-boarding of commercial clients in the last five quarters, especially in the firm’s domestic commercial business. I also expect Palantir to comment on its revenue growth potential going forward since the software analytics company cut its top line outlook in the second quarter. I believe that Palantir has a good chance of beating estimates, but given the disappointments delivered in recent months, investors may want to take a cautious approach!</p><h2>A segment in focus: US commercial</h2><p>The core highlight of Palantir’s third-quarter earnings sheet will be the commercial business which has been the software analytics company’s growth engine in the last few quarters. Palantir’s commercial top line growth slowed in Q2’22, however, due to macroeconomic headwinds that also resulted in Palantir ditching its annual 30% revenue growth target for FY 2022. In Q2’22, Palantir grew its commercial revenues 46% year over year which is a great rate of growth. However, revenue growth decelerated from 54% in Q1’22, indicating to investors that the company’s fastest-growing segment may be headed for a soft landing.</p><p>The commercial business is really important for Palantir because, like I said, it has been driving the company’s entire financial performance. Palantir’s commercial business grew 3.5 times faster in Q2’22 than its anchor government business. The firm’s US commercial business grew at a rate of 120% in Q2’22 and a deceleration in Q3’22, unfortunately, must be expected as economic conditions deteriorated and inflation continues to pressure companies to apply stricter cost discipline.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66dacbfa95d1fb600e7dc782c7f99559\" tg-width=\"1280\" tg-height=\"681\" referrerpolicy=\"no-referrer\"/><span>Palantir: Commercial Momentum</span></p><p>Palantir’s commercial service offering consists chiefly of its software platforms, called Foundries, which allow companies to centralize and analyze all of a firm’s data. For companies, the advantages are obvious: they can improve their decision-making by using data analytics, run more efficient organizations and save costs.</p><p>Palantir’s Foundry platforms -- which are run as SaaS businesses -- are being rolled out to more and more commercial clients through its acquire-expand-scale model. Foundry for builders, as an example, has been made available to early-stage and growth companies last year and the company has been able to on-board new clients rapidly.</p><p>One segment that I believe is very promising is Palantir Healthcare which is seeing strong product adoption and revenue growth. Palantir Healthcare helps companies in the industry deal with large amounts of data and model different project outcomes to limit costs and operational risks. Palantir Healthcare has applications in both government and private sectors and it is one of the fastest-growing businesses for the company with 267% revenue growth in the first six months of FY 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aef1d4dd86eac86209db2b04e21aca37\" tg-width=\"640\" tg-height=\"325\" referrerpolicy=\"no-referrer\"/><span>Source: Palantir</span></p><h2>Palantir&#39;s commercial operations have potential during a recession</h2><p>Palantir may see slowing growth in its commercial practice in the short term, but I believe the business will continue to grow... even in a recession. This is because companies look for cost-effective ways to grow their businesses and seek out cost savings during recessions. Adopting Palantir&#39;s Foundry platforms could be a preferred way for commercial clients to secure efficiency gains and invest in IT infrastructure.</p><h2>Free cash flow expectations for Q3&#39;22</h2><p>Palantir has disappointed my expectations for free cash flow growth in the last two quarters because the company has not on-boarded as many commercial clients as I thought it could. Palantir’s year-to-date free cash flow calculates to just $90.7M, down from $200.8M in the year-earlier period.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1156ab822c6840d7ed95f172c2831382\" tg-width=\"946\" tg-height=\"355\" referrerpolicy=\"no-referrer\"/><span>Palantir: YTD 2022 Free Cash Flow</span></p><p>For the third quarter, I expect Palantir to report free cash flow between $60-65M which would mark an up to 7% improvement over the second quarter as a higher number of commercial clients improve Palantir&#39;s monetization.</p><p>Palantir has guided for $474 - $475M in revenues for Q3’22 and if the company can maintain its second-quarter free cash flow margin of 13%, Palantir would report free cash flow of $62M... which would fall into my estimated guidance range.</p><h2>Palantir is seeing down-ward pressure on estimates</h2><p>After the software analytics company reduced its revenue growth target to just 23% for FY 2022, revenue estimates have started to trend down. Analysts have down-graded their forward annual revenue estimates for Palantir more than just a few times in the last 90-days and all of the revisions were made to the down-side. In the last three months, there were 12 down-ward revenue revisions compared to 0 up-ward revisions. The trend is profoundly negative and unless Palantir reignites revenue growth through its commercial practice, the trend is likely going to remain negative.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a54ae04c6970fb03c315857d08048d71\" tg-width=\"640\" tg-height=\"226\" referrerpolicy=\"no-referrer\"/><span>Palantir: Forward Annual Revenue Estimates</span></p><h2>Risks with Palantir</h2><p>I see three risks for Palantir heading into the earnings report next month:</p><ol><li>Palantir’s revenue guidance is still shaky and investors look for reaffirmation. The company has said that it expects revenues of $1.90-1.902B in FY 2022 which calculates to an implied growth rate of 23%. Just two quarters ago, Palantir guided for 30% annual revenue growth. If Palantir further cuts back its top line growth expectations, shares could go into a free-fall after the third-quarter earnings report.</li><li>Palantir’s free cash flow is the most important figure, I believe. If Palantir disappoints again with its Q3’22 free cash flow performance, the market may respond in an unforgiving manner.</li><li>The software analytics company has the potential to turn things around by reporting stronger (US) commercial revenue growth for Q3’22. If this happens, shares of Palantir could revalue higher. If the company yet again sees a deceleration of its top line growth in the third quarter -- which would be the second consecutive quarter of revenue deceleration in its fastest-growing business -- shares are also likely going to get pushed into another down-leg.</li></ol><h2>Final thoughts</h2><p>Expectations for Palantir are not very high heading into earnings because the software analytics company already cut its top line growth target for FY 2022 in the second quarter. If the firm, however, can convince investors with strong client acquisition in the commercial business and strong monetization, especially in the US, and avoid reporting a second consecutive quarter of revenue deceleration, the market may actually respond positively to Palantir’s earnings results. Risks have clearly grown in the last two quarters, and I believe the best strategy is to wait for Palantir to provide clarification about its commercial business momentum before buying into PLTR!</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>Palantir Q3 Earnings: What To Expect</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\">\nPalantir Q3 Earnings: What To Expect\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 14:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545655-palantir-pltr-stock-q3-earnings-what-to-expect><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir is set to report Q3’22 results in November.I discuss my expectations for Palantir’s Q3 and what it would take for shares of the software analytics company to revalue higher.Investors ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545655-palantir-pltr-stock-q3-earnings-what-to-expect\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4545655-palantir-pltr-stock-q3-earnings-what-to-expect","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274564850","content_text":"SummaryPalantir is set to report Q3’22 results in November.I discuss my expectations for Palantir’s Q3 and what it would take for shares of the software analytics company to revalue higher.Investors should chiefly focus on the US commercial business and free cash flow.Michael ViPalantir (NYSE:PLTR) is estimated to submit its earnings card for the third quarter on November 10, 2022, and the company’s commercial results are likely going to attract a lot of attention. This is because Palantir’s financial results have beenlargely driven by the on-boarding of commercial clients in the last five quarters, especially in the firm’s domestic commercial business. I also expect Palantir to comment on its revenue growth potential going forward since the software analytics company cut its top line outlook in the second quarter. I believe that Palantir has a good chance of beating estimates, but given the disappointments delivered in recent months, investors may want to take a cautious approach!A segment in focus: US commercialThe core highlight of Palantir’s third-quarter earnings sheet will be the commercial business which has been the software analytics company’s growth engine in the last few quarters. Palantir’s commercial top line growth slowed in Q2’22, however, due to macroeconomic headwinds that also resulted in Palantir ditching its annual 30% revenue growth target for FY 2022. In Q2’22, Palantir grew its commercial revenues 46% year over year which is a great rate of growth. However, revenue growth decelerated from 54% in Q1’22, indicating to investors that the company’s fastest-growing segment may be headed for a soft landing.The commercial business is really important for Palantir because, like I said, it has been driving the company’s entire financial performance. Palantir’s commercial business grew 3.5 times faster in Q2’22 than its anchor government business. The firm’s US commercial business grew at a rate of 120% in Q2’22 and a deceleration in Q3’22, unfortunately, must be expected as economic conditions deteriorated and inflation continues to pressure companies to apply stricter cost discipline.Palantir: Commercial MomentumPalantir’s commercial service offering consists chiefly of its software platforms, called Foundries, which allow companies to centralize and analyze all of a firm’s data. For companies, the advantages are obvious: they can improve their decision-making by using data analytics, run more efficient organizations and save costs.Palantir’s Foundry platforms -- which are run as SaaS businesses -- are being rolled out to more and more commercial clients through its acquire-expand-scale model. Foundry for builders, as an example, has been made available to early-stage and growth companies last year and the company has been able to on-board new clients rapidly.One segment that I believe is very promising is Palantir Healthcare which is seeing strong product adoption and revenue growth. Palantir Healthcare helps companies in the industry deal with large amounts of data and model different project outcomes to limit costs and operational risks. Palantir Healthcare has applications in both government and private sectors and it is one of the fastest-growing businesses for the company with 267% revenue growth in the first six months of FY 2022.Source: PalantirPalantir's commercial operations have potential during a recessionPalantir may see slowing growth in its commercial practice in the short term, but I believe the business will continue to grow... even in a recession. This is because companies look for cost-effective ways to grow their businesses and seek out cost savings during recessions. Adopting Palantir's Foundry platforms could be a preferred way for commercial clients to secure efficiency gains and invest in IT infrastructure.Free cash flow expectations for Q3'22Palantir has disappointed my expectations for free cash flow growth in the last two quarters because the company has not on-boarded as many commercial clients as I thought it could. Palantir’s year-to-date free cash flow calculates to just $90.7M, down from $200.8M in the year-earlier period.Palantir: YTD 2022 Free Cash FlowFor the third quarter, I expect Palantir to report free cash flow between $60-65M which would mark an up to 7% improvement over the second quarter as a higher number of commercial clients improve Palantir's monetization.Palantir has guided for $474 - $475M in revenues for Q3’22 and if the company can maintain its second-quarter free cash flow margin of 13%, Palantir would report free cash flow of $62M... which would fall into my estimated guidance range.Palantir is seeing down-ward pressure on estimatesAfter the software analytics company reduced its revenue growth target to just 23% for FY 2022, revenue estimates have started to trend down. Analysts have down-graded their forward annual revenue estimates for Palantir more than just a few times in the last 90-days and all of the revisions were made to the down-side. In the last three months, there were 12 down-ward revenue revisions compared to 0 up-ward revisions. The trend is profoundly negative and unless Palantir reignites revenue growth through its commercial practice, the trend is likely going to remain negative.Palantir: Forward Annual Revenue EstimatesRisks with PalantirI see three risks for Palantir heading into the earnings report next month:Palantir’s revenue guidance is still shaky and investors look for reaffirmation. The company has said that it expects revenues of $1.90-1.902B in FY 2022 which calculates to an implied growth rate of 23%. Just two quarters ago, Palantir guided for 30% annual revenue growth. If Palantir further cuts back its top line growth expectations, shares could go into a free-fall after the third-quarter earnings report.Palantir’s free cash flow is the most important figure, I believe. If Palantir disappoints again with its Q3’22 free cash flow performance, the market may respond in an unforgiving manner.The software analytics company has the potential to turn things around by reporting stronger (US) commercial revenue growth for Q3’22. If this happens, shares of Palantir could revalue higher. If the company yet again sees a deceleration of its top line growth in the third quarter -- which would be the second consecutive quarter of revenue deceleration in its fastest-growing business -- shares are also likely going to get pushed into another down-leg.Final thoughtsExpectations for Palantir are not very high heading into earnings because the software analytics company already cut its top line growth target for FY 2022 in the second quarter. If the firm, however, can convince investors with strong client acquisition in the commercial business and strong monetization, especially in the US, and avoid reporting a second consecutive quarter of revenue deceleration, the market may actually respond positively to Palantir’s earnings results. Risks have clearly grown in the last two quarters, and I believe the best strategy is to wait for Palantir to provide clarification about its commercial business momentum before buying into PLTR!","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":2098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913591539,"gmtCreate":1664006887821,"gmtModify":1676537378919,"author":{"id":"3585112752489151","authorId":"3585112752489151","name":"Klinwx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585112752489151","idStr":"3585112752489151"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913591539","repostId":"2269657466","repostType":4,"repost":{"id":"2269657466","kind":"highlight","pubTimestamp":1663980236,"share":"https://ttm.financial/m/news/2269657466?lang=&edition=fundamental","pubTime":"2022-09-24 08:43","market":"us","language":"en","title":"Why I'm Not Worried About the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2269657466","media":"TheStreet","summary":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the li","content":"<div>\n<p>A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market\">Web Link</a>\n\n</div>\n","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I'm Not Worried About the Stock Market</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 I'm Not Worried About the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 08:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4114":"综合货品商店","SBUX":"星巴克","BK4527":"明星科技股","BK4524":"宅经济概念","DIS":"迪士尼","TGT":"塔吉特","BK4567":"ESG概念","MSFT":"微软","BK4534":"瑞士信贷持仓","YUM":"Yum Brands","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4108":"电影和娱乐","WMT":"沃尔玛","BK4155":"大卖场与超市","BK4579":"人工智能","BK4566":"资本集团","BK4528":"SaaS概念","BK4577":"网络游戏","BK4516":"特朗普概念","BK4535":"淡马锡持仓","BK4136":"纸材料包装","BK4504":"桥水持仓","BK4538":"云计算","BK4209":"餐馆","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","BK4507":"流媒体概念","BK4576":"AR","COST":"好市多","BK4551":"寇图资本持仓","BK4525":"远程办公概念","BK4561":"索罗斯持仓","BK4097":"系统软件"},"source_url":"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269657466","content_text":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it's not just the Dow as the Nasdaq has steadily fallen as well.We all know the story and understand the fears, but market fears about what might happen don't actually track with what's actually happening in the U.S. economy.The U.S. Economy Has Been StrongObviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That's not quite a historical low, but it's in that range. In addition, there's exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.Job openings, however, don't always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. Walmart, Target, Yum! Brands, Starbucks, and a number of other retailers have embraced a $15 minimum wage.And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That's not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.The economy is, of course, personal. If you can't find a job or afford to live where you want to, that's very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we're having relate to what might be called a pandemic hangover.Market Drops Are the Best Times to InvestMany of my favorite companies have dropped by 30% or more. I don't stop believing in Costco, Walt Disney, or Microsoft  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered \"every other companies' IP\" or Disney's, you can make  a case to take Disney.Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.In a bad market, I cling to the mantra \"time in the market beats timing the market.\" Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don't check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.BY DANIEL KLINE","news_type":1,"symbols_score_info":{"YUM":1,"COST":1,"DIS":1,"SBUX":1,"WMT":1,"MSFT":1,"TGT":1}},"isVote":1,"tweetType":1,"viewCount":2082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913591628,"gmtCreate":1664006832964,"gmtModify":1676537378909,"author":{"id":"3585112752489151","authorId":"3585112752489151","name":"Klinwx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585112752489151","idStr":"3585112752489151"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913591628","repostId":"1191965677","repostType":4,"repost":{"id":"1191965677","kind":"news","pubTimestamp":1663982011,"share":"https://ttm.financial/m/news/1191965677?lang=&edition=fundamental","pubTime":"2022-09-24 09:13","market":"us","language":"en","title":"Why Are Oil Stocks XOM, OXY, DVN Down Friday?","url":"https://stock-news.laohu8.com/highlight/detail?id=1191965677","media":"InvestorPlace","summary":"There are three main reasons to answer the question: \"Why are oil stocks down today?\"Oil is under pr","content":"<div>\n<p>There are three main reasons to answer the question: \"Why are oil stocks down today?\"Oil is under pressure due to global recession fears and a rising U.S. dollar -- both of which are bad for energy ...</p>\n\n<a href=\"https://investorplace.com/2022/09/why-are-oil-stocks-xom-oxy-dvn-down-today/\">Web Link</a>\n\n</div>\n","source":"investorplace","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 Are Oil Stocks XOM, OXY, DVN Down Friday?</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 Are Oil Stocks XOM, OXY, DVN Down Friday?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/09/why-are-oil-stocks-xom-oxy-dvn-down-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are three main reasons to answer the question: \"Why are oil stocks down today?\"Oil is under pressure due to global recession fears and a rising U.S. dollar -- both of which are bad for energy ...</p>\n\n<a href=\"https://investorplace.com/2022/09/why-are-oil-stocks-xom-oxy-dvn-down-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油","DVN":"德文能源","XOM":"埃克森美孚"},"source_url":"https://investorplace.com/2022/09/why-are-oil-stocks-xom-oxy-dvn-down-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191965677","content_text":"There are three main reasons to answer the question: \"Why are oil stocks down today?\"Oil is under pressure due to global recession fears and a rising U.S. dollar -- both of which are bad for energy stocks.Lastly, the S&P 500 is under significant pressure on Friday as it nears the 2022 lows, and energy stocks are being dragged down with it.Why are oil stocks down today? Well, it surely doesn’t help that the S&P 500 is down more than 2% so far in Friday’s session and that crude oil prices are down almost 6%. That impact is being felt across the energy space today and this week.For instance, the Energy Select Sector SPDR ETF is down 7% on the day. That’s on track for its worst one-day loss since May 9, when it fell 8.4%, and is now down 10.3% for the week. Further, the SPDR S&P Oil & Gas Exploration & Production ETF (NYSEARCA:XOP) is down 8.4% on the day.Specifically, Exxon Mobil is down 5.7% on Friday and is 19.6% off its high. With a $356 billion market capitalization, Exxon is the largest energy company in the U.S.Warren Buffett favorite Occidental Petroleum is down more than 5% today and almost 9% for the week. It’s hitting its lowest level since Aug. 9. Lastly, Devon Energy (NYSE:DVN) is down almost 10% on the day and more than 15% this week.However, to answer the question: “Why are oil stocks down today?” We have a somewhat complex answer.So Why Are Oil Stocks Down Today? Three ReasonsWe’ve gone from worrying about an energy supply shortage to worrying about a demand drop due to a global recession.With fears of a recession in the back of everyone’s mind, oil prices are the lowest they’ve been since January. WTI crude hasn’t traded below $80 since Jan. 11 and earlier today, it marked a session low of $78.04.Oil prices topped out at $130.50 in early March. At current prices, oil is down more than $52 a barrel, or a whopping 40%.On top of falling energy prices, the surging U.S. dollar is acting as a headwind — both for oil prices and stocks. As the Federal Reserve continues to raise interest rates, the dollar continues to strengthen. A strong dollar is a negative for commodities and that can be seen today as oil, natural gas, copper, gold and other assets sink.For what it’s worth, the dollar index is hitting its highest levels in 20 years.So in essence, it’s more than just a supply imbalance or lack of demand. It’s worries over the global economy and the rising dollar that are sinking oil and energy prices. And if that weren’t enough, lastly, we have the fall in equities prices. The S&P 500 is within 1% of its 2022 low, as the bear market growls and is not sparing any sector at the moment.","news_type":1,"symbols_score_info":{"OXY":0.9,"DVN":0.9,"XOM":0.9}},"isVote":1,"tweetType":1,"viewCount":1249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913591142,"gmtCreate":1664006798586,"gmtModify":1676537378904,"author":{"id":"3585112752489151","authorId":"3585112752489151","name":"Klinwx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585112752489151","idStr":"3585112752489151"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913591142","repostId":"2269657466","repostType":4,"repost":{"id":"2269657466","kind":"highlight","pubTimestamp":1663980236,"share":"https://ttm.financial/m/news/2269657466?lang=&edition=fundamental","pubTime":"2022-09-24 08:43","market":"us","language":"en","title":"Why I'm Not Worried About the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2269657466","media":"TheStreet","summary":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the li","content":"<div>\n<p>A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market\">Web Link</a>\n\n</div>\n","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I'm Not Worried About the Stock Market</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 I'm Not Worried About the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 08:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4114":"综合货品商店","SBUX":"星巴克","BK4527":"明星科技股","BK4524":"宅经济概念","DIS":"迪士尼","TGT":"塔吉特","BK4567":"ESG概念","MSFT":"微软","BK4534":"瑞士信贷持仓","YUM":"Yum Brands","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4108":"电影和娱乐","WMT":"沃尔玛","BK4155":"大卖场与超市","BK4579":"人工智能","BK4566":"资本集团","BK4528":"SaaS概念","BK4577":"网络游戏","BK4516":"特朗普概念","BK4535":"淡马锡持仓","BK4136":"纸材料包装","BK4504":"桥水持仓","BK4538":"云计算","BK4209":"餐馆","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","BK4507":"流媒体概念","BK4576":"AR","COST":"好市多","BK4551":"寇图资本持仓","BK4525":"远程办公概念","BK4561":"索罗斯持仓","BK4097":"系统软件"},"source_url":"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269657466","content_text":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it's not just the Dow as the Nasdaq has steadily fallen as well.We all know the story and understand the fears, but market fears about what might happen don't actually track with what's actually happening in the U.S. economy.The U.S. Economy Has Been StrongObviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That's not quite a historical low, but it's in that range. In addition, there's exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.Job openings, however, don't always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. Walmart, Target, Yum! Brands, Starbucks, and a number of other retailers have embraced a $15 minimum wage.And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That's not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.The economy is, of course, personal. If you can't find a job or afford to live where you want to, that's very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we're having relate to what might be called a pandemic hangover.Market Drops Are the Best Times to InvestMany of my favorite companies have dropped by 30% or more. I don't stop believing in Costco, Walt Disney, or Microsoft  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered \"every other companies' IP\" or Disney's, you can make  a case to take Disney.Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.In a bad market, I cling to the mantra \"time in the market beats timing the market.\" Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don't check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.BY DANIEL KLINE","news_type":1,"symbols_score_info":{"YUM":1,"COST":1,"DIS":1,"SBUX":1,"WMT":1,"MSFT":1,"TGT":1}},"isVote":1,"tweetType":1,"viewCount":1383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937005833,"gmtCreate":1663312480622,"gmtModify":1676537250428,"author":{"id":"3585112752489151","authorId":"3585112752489151","name":"Klinwx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585112752489151","idStr":"3585112752489151"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937005833","isVote":1,"tweetType":1,"viewCount":1777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935157372,"gmtCreate":1663053666596,"gmtModify":1676537192358,"author":{"id":"3585112752489151","authorId":"3585112752489151","name":"Klinwx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585112752489151","idStr":"3585112752489151"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935157372","repostId":"2267688327","repostType":4,"repost":{"id":"2267688327","kind":"highlight","pubTimestamp":1663049528,"share":"https://ttm.financial/m/news/2267688327?lang=&edition=fundamental","pubTime":"2022-09-13 14:12","market":"us","language":"en","title":"If You Think Tech Has Bottomed, Consider These Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2267688327","media":"TheStreet","summary":"Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasd","content":"<div>\n<p>Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.Rising rates hurt tech stocks by making their future ...</p>\n\n<a href=\"https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft\">Web Link</a>\n\n</div>\n","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If You Think Tech Has Bottomed, Consider These Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf You Think Tech Has Bottomed, Consider These Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 14:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.Rising rates hurt tech stocks by making their future ...</p>\n\n<a href=\"https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4535":"淡马锡持仓","BK4504":"桥水持仓","BK4577":"网络游戏","BK4559":"巴菲特持仓","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4525":"远程办公概念","BK4573":"虚拟现实","BK4561":"索罗斯持仓","BK4097":"系统软件","BK4524":"宅经济概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","BK4077":"互动媒体与服务","GOOG":"谷歌","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","GOOGL":"谷歌A","BK4576":"AR","BK4514":"搜索引擎","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4533":"AQR资本管理(全球第二大对冲基金)","MSFT":"微软","BK4566":"资本集团"},"source_url":"https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267688327","content_text":"Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.Rising rates hurt tech stocks by making their future earnings less attractive compared to the climbing interest rates on Treasury bonds.But have we hit bottom on tech stocks? The likely answer is no, as the Fed has made clear it will continue to raise rates. But it’s not 100% certain, and the Nasdaq Composite has soared 6% just since Sept. 6.For those of you who do want to start dabbling in tech stocks, here are three mega-caps you might consider. Morningstar assigns all of them a wide moat. A company with a moat can fend off competition and earn high returns on capital for many years to come, the research firm says.All three behemoths also are undervalued by at least 24% compared to the fair value estimates of Morningstar analysts. Here they are in alphabetical order:AlphabetMorningstar analyst Ali Mogharabi puts fair value for the stock at $169. It recently traded at $111.“Alphabet dominates the online search market with 80%-plus global share for Google, via which it generates strong revenue growth and cash flow,” he wrote in a commentary. That revenue comes from advertising.“We expect continuing growth in the firm’s cash flow, as we remain confident that Google will maintain its leadership in search,” Mogharabi saidHe’s optimistic about YouTube too. “We foresee it contributing more to the firm’s top and bottom lines,” Mogharabi said.AmazonMorningstar analyst Dan Romanoff puts fair value for the stock at $192. It recently traded at $136.“Amazon dominates its served markets, notably e-commerce and cloud services,” he wrote in a commentary.“It benefits from numerous competitive advantages and has emerged as the clear e-commerce leader thanks to its size and scale, which yield an unmatched selection of low-priced goods for consumers.”He’s impressed with Amazon’s Prime offering. It “ties Amazon’s e-commerce efforts together and provides a steady stream of high-margin recurring revenue from customers who purchase more frequently from Amazon’s properties,” Romanoff said.MicrosoftRomanoff puts fair value for the stock at $352. It recently traded at $266.“Since taking over as CEO in 2014, Satya Nadella has reinvented Microsoft into a cloud leader such that it has become one of two public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale,” he wrote in a commentary.Paas stands for platform as a service, which entails a full cloud deployment. IaaS stands for infrastructure as a service, which entails cloud service on a pay-as you-go basis.“Additionally, Microsoft embraced the open-source movement and has largely transitioned from a traditional perpetual license model to a subscription model,” Mogharabi said.","news_type":1,"symbols_score_info":{"GOOGL":1,"MSFT":1,"AMZN":1,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":1313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932347869,"gmtCreate":1662882371451,"gmtModify":1676537157520,"author":{"id":"3585112752489151","authorId":"3585112752489151","name":"Klinwx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585112752489151","idStr":"3585112752489151"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932347869","repostId":"2266319333","repostType":4,"isVote":1,"tweetType":1,"viewCount":2214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}