To The Moon
Home
News
TigerAI
Log In
Sign Up
PoloMimi
Looking forward to a good huat
+Follow
Posts · 99
Posts · 99
Following · 0
Following · 0
Followers · 0
Followers · 0
PoloMimi
PoloMimi
·
2021-09-02
Wonder what is the upside in the last quarter ? Plunged down quite a lot and is a little uptrend now .
看
2.22K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
PoloMimi
PoloMimi
·
2021-09-02
Both sound good to buy .
Sorry, this post has been deleted
看
2.86K
回复
1
点赞
3
编组 21备份 2
Share
Report
PoloMimi
PoloMimi
·
2021-08-28
Great
Sorry, this post has been deleted
看
2.26K
回复
Comment
点赞
2
编组 21备份 2
Share
Report
PoloMimi
PoloMimi
·
2021-08-27
Good to hear that
China stocks rise as investors bet on further stimulus
SHANGHAI, Aug 27 (Reuters) - China shares rose on Friday after investors took comfort in the central
China stocks rise as investors bet on further stimulus
看
2.25K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
PoloMimi
PoloMimi
·
2021-08-26
Thanks
Sorry, this post has been deleted
看
1.99K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
PoloMimi
PoloMimi
·
2021-08-25
Great ariticle, would you like to share it?
Sorry, this post has been deleted
看
1.98K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
PoloMimi
PoloMimi
·
2021-08-25
Awesome
Sorry, this post has been deleted
看
2.02K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
PoloMimi
PoloMimi
·
2021-08-24
Sounds good
Sorry, this post has been deleted
看
2.84K
回复
2
点赞
5
编组 21备份 2
Share
Report
PoloMimi
PoloMimi
·
2021-08-24
Good article
Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.
Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got we
Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.
看
2.11K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
PoloMimi
PoloMimi
·
2021-08-18
Thanks for update
A Correction Is Due And It Could Be Deep
Summary The stock market is historically overvalued. The stock market is overbought on long-term ch
A Correction Is Due And It Could Be Deep
看
2.46K
回复
1
点赞
2
编组 21备份 2
Share
Report
Load more
Most Discussed
{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"4087893003758890","uuid":"4087893003758890","gmtCreate":1624791134998,"gmtModify":1624806356286,"name":"PoloMimi","pinyin":"polomimi","introduction":"","introductionEn":null,"signature":"Looking forward to a good huat","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":15,"headSize":181,"tweetSize":99,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":812313392,"gmtCreate":1630552141916,"gmtModify":1676530338311,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087893003758890","idStr":"4087893003758890"},"themes":[],"htmlText":"Wonder what is the upside in the last quarter ? Plunged down quite a lot and is a little uptrend now . ","listText":"Wonder what is the upside in the last quarter ? Plunged down quite a lot and is a little uptrend now . ","text":"Wonder what is the upside in the last quarter ? Plunged down quite a lot and is a little uptrend now .","images":[{"img":"https://static.tigerbbs.com/89696863840c35968c504e98f2b87864","width":"1080","height":"3597"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812313392","isVote":1,"tweetType":1,"viewCount":2217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":812337337,"gmtCreate":1630551908929,"gmtModify":1676530338239,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087893003758890","idStr":"4087893003758890"},"themes":[],"htmlText":"Both sound good to buy .","listText":"Both sound good to buy .","text":"Both sound good to buy .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/812337337","repostId":"1167000656","repostType":4,"isVote":1,"tweetType":1,"viewCount":2855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813836518,"gmtCreate":1630165977834,"gmtModify":1676530237331,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087893003758890","idStr":"4087893003758890"},"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/813836518","repostId":"2162602132","repostType":4,"isVote":1,"tweetType":1,"viewCount":2259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819183813,"gmtCreate":1630044326932,"gmtModify":1676530209098,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087893003758890","idStr":"4087893003758890"},"themes":[],"htmlText":"Good to hear that","listText":"Good to hear that","text":"Good to hear that","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819183813","repostId":"2162017087","repostType":4,"repost":{"id":"2162017087","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":1630039843,"share":"https://ttm.financial/m/news/2162017087?lang=&edition=fundamental","pubTime":"2021-08-27 12:50","market":"sh","language":"en","title":"China stocks rise as investors bet on further stimulus","url":"https://stock-news.laohu8.com/highlight/detail?id=2162017087","media":"Reuters","summary":"SHANGHAI, Aug 27 (Reuters) - China shares rose on Friday after investors took comfort in the central","content":"<p>SHANGHAI, Aug 27 (Reuters) - China shares rose on Friday after investors took comfort in the central bank's move to make its biggest weekly cash injection into the banking system since February, and as local authorities urged more financial support for retail and trading firms.</p>\n<p>The CSI300 index was up 0.8% at 4,837.90 points, by the end of the morning session, while the Shanghai Composite Index gained 0.5% to 3,518.83 points.</p>\n<p>The Hang Seng index added 0.5% to 25,546.37 points. The Hong Kong China Enterprises Index gained 1% to 9,025.53.</p>\n<p>** China's central bank injected 50 billion yuan ($7.71 billion) through seven-day reverse repos into the banking system on Friday for the third straight session. The weekly total injection is a net 120 billion yuan, the largest since the start of February.</p>\n<p>** Financial institutions should do more to help retail, catering, and trading firms in the wake of recent domestic coronavirus outbreaks, the commerce ministry said on Thursday.</p>\n<p>** Profit growth at China's industrial firms in July grew at its slowest clip this year, adding to a recent batch of indicators highlighting loss of momentum in the country.</p>\n<p>** \"With the rising risk of a growth slowdown and the lack of flexibility in some key existing tightening measures, we believe the probability of an RRR cut is on the rise in the near term,\" Nomura analysts said in a note.</p>\n<p>** Shares of carmakers led the gains, with the sub-index up 4.3%, after Ministry of Industry and Information Technology of China organized a meeting to support accelerating the development of new energy vehicles.</p>\n<p>** The insurance sub-index, the non-ferrous metal sub-index gained 2.1% and 2.6%, respectively.</p>\n<p>** In Hong Kong, the Hang Seng Tech Index rose 1.1%. The index logged a weekly gain of 8.6%, the biggest since January.</p>\n<p>** The industrial sub-index and the properties sub-index both rose 0.9%.</p>\n<p>** Heavily indebted <a href=\"https://laohu8.com/S/EGRNF\">China Evergrande Group</a> gained 3.1%, after hitting a six-year low in the previous session, as clear signs are now emerging that authorities at various levels are stepping in to avoid a hard landing for Evergrande.</p>\n<p>** Its electric vehicle unit China Evergrande New Energy Vehicle Group soared 24.3%, the biggest daily percentage gain since Jan. 25.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China stocks rise as investors bet on further stimulus</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\">\nChina stocks rise as investors bet on further stimulus\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\">2021-08-27 12:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SHANGHAI, Aug 27 (Reuters) - China shares rose on Friday after investors took comfort in the central bank's move to make its biggest weekly cash injection into the banking system since February, and as local authorities urged more financial support for retail and trading firms.</p>\n<p>The CSI300 index was up 0.8% at 4,837.90 points, by the end of the morning session, while the Shanghai Composite Index gained 0.5% to 3,518.83 points.</p>\n<p>The Hang Seng index added 0.5% to 25,546.37 points. The Hong Kong China Enterprises Index gained 1% to 9,025.53.</p>\n<p>** China's central bank injected 50 billion yuan ($7.71 billion) through seven-day reverse repos into the banking system on Friday for the third straight session. The weekly total injection is a net 120 billion yuan, the largest since the start of February.</p>\n<p>** Financial institutions should do more to help retail, catering, and trading firms in the wake of recent domestic coronavirus outbreaks, the commerce ministry said on Thursday.</p>\n<p>** Profit growth at China's industrial firms in July grew at its slowest clip this year, adding to a recent batch of indicators highlighting loss of momentum in the country.</p>\n<p>** \"With the rising risk of a growth slowdown and the lack of flexibility in some key existing tightening measures, we believe the probability of an RRR cut is on the rise in the near term,\" Nomura analysts said in a note.</p>\n<p>** Shares of carmakers led the gains, with the sub-index up 4.3%, after Ministry of Industry and Information Technology of China organized a meeting to support accelerating the development of new energy vehicles.</p>\n<p>** The insurance sub-index, the non-ferrous metal sub-index gained 2.1% and 2.6%, respectively.</p>\n<p>** In Hong Kong, the Hang Seng Tech Index rose 1.1%. The index logged a weekly gain of 8.6%, the biggest since January.</p>\n<p>** The industrial sub-index and the properties sub-index both rose 0.9%.</p>\n<p>** Heavily indebted <a href=\"https://laohu8.com/S/EGRNF\">China Evergrande Group</a> gained 3.1%, after hitting a six-year low in the previous session, as clear signs are now emerging that authorities at various levels are stepping in to avoid a hard landing for Evergrande.</p>\n<p>** Its electric vehicle unit China Evergrande New Energy Vehicle Group soared 24.3%, the biggest daily percentage gain since Jan. 25.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000001.SH":"上证指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162017087","content_text":"SHANGHAI, Aug 27 (Reuters) - China shares rose on Friday after investors took comfort in the central bank's move to make its biggest weekly cash injection into the banking system since February, and as local authorities urged more financial support for retail and trading firms.\nThe CSI300 index was up 0.8% at 4,837.90 points, by the end of the morning session, while the Shanghai Composite Index gained 0.5% to 3,518.83 points.\nThe Hang Seng index added 0.5% to 25,546.37 points. The Hong Kong China Enterprises Index gained 1% to 9,025.53.\n** China's central bank injected 50 billion yuan ($7.71 billion) through seven-day reverse repos into the banking system on Friday for the third straight session. The weekly total injection is a net 120 billion yuan, the largest since the start of February.\n** Financial institutions should do more to help retail, catering, and trading firms in the wake of recent domestic coronavirus outbreaks, the commerce ministry said on Thursday.\n** Profit growth at China's industrial firms in July grew at its slowest clip this year, adding to a recent batch of indicators highlighting loss of momentum in the country.\n** \"With the rising risk of a growth slowdown and the lack of flexibility in some key existing tightening measures, we believe the probability of an RRR cut is on the rise in the near term,\" Nomura analysts said in a note.\n** Shares of carmakers led the gains, with the sub-index up 4.3%, after Ministry of Industry and Information Technology of China organized a meeting to support accelerating the development of new energy vehicles.\n** The insurance sub-index, the non-ferrous metal sub-index gained 2.1% and 2.6%, respectively.\n** In Hong Kong, the Hang Seng Tech Index rose 1.1%. The index logged a weekly gain of 8.6%, the biggest since January.\n** The industrial sub-index and the properties sub-index both rose 0.9%.\n** Heavily indebted China Evergrande Group gained 3.1%, after hitting a six-year low in the previous session, as clear signs are now emerging that authorities at various levels are stepping in to avoid a hard landing for Evergrande.\n** Its electric vehicle unit China Evergrande New Energy Vehicle Group soared 24.3%, the biggest daily percentage gain since Jan. 25.","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":2249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837446604,"gmtCreate":1629908318408,"gmtModify":1676530170565,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087893003758890","idStr":"4087893003758890"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837446604","repostId":"1195052190","repostType":4,"isVote":1,"tweetType":1,"viewCount":1988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834479415,"gmtCreate":1629823731137,"gmtModify":1676530143576,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087893003758890","idStr":"4087893003758890"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834479415","repostId":"2161081224","repostType":4,"isVote":1,"tweetType":1,"viewCount":1983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834479593,"gmtCreate":1629823721112,"gmtModify":1676530143568,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087893003758890","idStr":"4087893003758890"},"themes":[],"htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834479593","repostId":"2161081224","repostType":4,"isVote":1,"tweetType":1,"viewCount":2024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835448106,"gmtCreate":1629735112405,"gmtModify":1676530117053,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087893003758890","idStr":"4087893003758890"},"themes":[],"htmlText":"Sounds good","listText":"Sounds good","text":"Sounds good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/835448106","repostId":"1174451083","repostType":4,"isVote":1,"tweetType":1,"viewCount":2840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835441559,"gmtCreate":1629735058171,"gmtModify":1676530117044,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087893003758890","idStr":"4087893003758890"},"themes":[],"htmlText":"Good article ","listText":"Good article ","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835441559","repostId":"1179203616","repostType":4,"repost":{"id":"1179203616","kind":"news","pubTimestamp":1629732335,"share":"https://ttm.financial/m/news/1179203616?lang=&edition=fundamental","pubTime":"2021-08-23 23:25","market":"us","language":"en","title":"Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.","url":"https://stock-news.laohu8.com/highlight/detail?id=1179203616","media":"Barrons","summary":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got we","content":"<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.</p>\n<p>Palantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.</p>\n<p>Palantir went public in a direct listing last September, with the stock opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.</p>\n<p>In its recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.</p>\n<p>But the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.</p>\n<p>“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”</p>\n<p>Palantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.</p>\n<p></p>\n<p>The most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.</p>\n<p>All the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.</p>\n<p>SPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do Intel(INTC) and Salesforce.com(CRM).</p>\n<p>Even so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.</p>\n<p>The outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes Tesla’s(TSLA) Bitcoin purchases seem mundane.</p>\n<p>The fact that Palantir decided to buy physical gold, rather than, say, the SPDR Gold Shares ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.</p>\n<p>One analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and Microsoft’s(MSFT) 71%.</p>\n<p>But the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”</p>\n<p>Palantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.</p>\n<p>On traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.</p>","source":"lsy1601382232898","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 Is an Enigma. The Opportunity in Its Stock Is Far More Clear.</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 Is an Enigma. The Opportunity in Its Stock Is Far More Clear.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 23:25 GMT+8 <a href=https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the ...</p>\n\n<a href=\"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3\">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://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179203616","content_text":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.\nPalantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.\nPalantir went public in a direct listing last September, with the stock opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.\nIn its recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.\nBut the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.\n“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”\nPalantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.\n\nThe most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.\nAll the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.\nSPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do Intel(INTC) and Salesforce.com(CRM).\nEven so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.\nThe outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes Tesla’s(TSLA) Bitcoin purchases seem mundane.\nThe fact that Palantir decided to buy physical gold, rather than, say, the SPDR Gold Shares ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.\nOne analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and Microsoft’s(MSFT) 71%.\nBut the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”\nPalantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.\nOn traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831148992,"gmtCreate":1629296640116,"gmtModify":1676529996056,"author":{"id":"4087893003758890","authorId":"4087893003758890","name":"PoloMimi","avatar":"https://static.tigerbbs.com/e2de4a943e56d4c7d0e12623268a0290","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087893003758890","idStr":"4087893003758890"},"themes":[],"htmlText":"Thanks for update ","listText":"Thanks for update ","text":"Thanks for update","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/831148992","repostId":"1144088215","repostType":4,"repost":{"id":"1144088215","kind":"news","pubTimestamp":1629295773,"share":"https://ttm.financial/m/news/1144088215?lang=&edition=fundamental","pubTime":"2021-08-18 22:09","market":"us","language":"en","title":"A Correction Is Due And It Could Be Deep","url":"https://stock-news.laohu8.com/highlight/detail?id=1144088215","media":"seekingalpha","summary":"Summary\n\nThe stock market is historically overvalued.\nThe stock market is overbought on long-term ch","content":"<p><b>Summary</b></p>\n<ul>\n <li>The stock market is historically overvalued.</li>\n <li>The stock market is overbought on long-term charts.</li>\n <li>Large caps stocks can easily correct 20%-30%, certain Meme and Zombie stocks could be much worse.</li>\n <li>The Fed, as always, will play a pivotal role in how deep of a decline we see, watch the taper closely.</li>\n <li>Raise cash quickly to the high end of your asset allocation policy.</li>\n</ul>\n<p>Any look at an investment should start by asking about what the risks are. For context, we often look at the broader S&P 500 (SPY) which represents most of the market capitalization in the U.S.</p>\n<p>Last year I warned that the stock market could become very overvalued. I urged caution in picking out stocks and ETFs. I also recommended Tesla (TSLA), Bitcoin (BTC-USD), the Invesco Clean Energy ETF (PBW) and the ARK Innovation ETF (ARKK), so I am no uber-bear.</p>\n<p>Today, the stock market is broadly overvalued, including both the Meme stocks and the Zombie stocks. Investor ideas on TINA - there's no alternative, FOMO - fear of missing out, and \"buy the dips\" has worked for over a year on the back of Fed stimulus.</p>\n<p>Now that stimulus is poised to start being reduced we can look back at history. We have been to this game before. Expect a choppy stock market to emerge imminently, if it hasn't already.</p>\n<p><b>S&P 500 Valuation</b></p>\n<p>I have talked about excessive valuations in the stock market since around New Year’s. Here's about where we stand now.</p>\n<p><img src=\"https://static.tigerbbs.com/f383143c5f4b2cf897f5a32c3dffb282\" tg-width=\"909\" tg-height=\"660\" width=\"100%\" height=\"auto\"></p>\n<p>I pay special attention to Crestmont which I believe has an exceptional methodology. Here’s a combined look.</p>\n<p><img src=\"https://static.tigerbbs.com/aba63b9e6f3bb97de066c43c7580a7d0\" tg-width=\"909\" tg-height=\"660\" width=\"100%\" height=\"auto\"></p>\n<p>Clearly, valuations are partying like 1999. This includes the zombies that are on borrowed (literally) time. The questions are how long the party can last and which companies will crash the hardest?</p>\n<p>While I like the entire tech-driven innovation, clean energy, AI, IoT, automation and emerging space economy themes, most of the large-cap stocks are ahead of themselves. The valuations of the S&P 500 reflect that.</p>\n<p>While I have a hard time believing a reversion to mean would drive stocks back to fair valuation by historical standards due to interest rates likely to stay lower for longer, the simple withdrawal of QE - quantitative easing could see stocks drop 20% to 30% across large-cap indexes. Certain Meme categories and Zombie stocks could be worse.</p>\n<p><b>The Technical View Of The S&P 500</b></p>\n<p>This is a monthly (SPY) chart. What jumps out at you?</p>\n<p><img src=\"https://static.tigerbbs.com/45d1a060559c8a7991499236ab7ee5b8\" tg-width=\"1834\" tg-height=\"861\" width=\"100%\" height=\"auto\"></p>\n<p>How about now?</p>\n<p><img src=\"https://static.tigerbbs.com/5e7a38531178fc1ee1e321842c8c80ca\" tg-width=\"1834\" tg-height=\"861\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/570890645cf8cc7eed30a3affaea8241\" tg-width=\"1834\" tg-height=\"861\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>A correction is inevitable. You are playing with fire if you are chasing here.</p>\n<p>But, if you like it hot, there might be a bit more cigar to puff on before your lips get burned.</p>\n<p>Shooter’s daily chart shows that a correction hasn’t started yet, but there's very little room left on the upside. Again, tough to be a chaser here unless you're very adept at swing trading, especially moves measured in under a month.</p>\n<p>Shooter and I are both showing an S&P 500 correction to between about 350 and as low as around 300. A lot will depend on the size and speed of the Fed taper.</p>\n<p><b>What About The Fed?</b></p>\n<p><img src=\"https://static.tigerbbs.com/6fa0280b46d20716904484e370a3d8e0\" tg-width=\"1168\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>There's no denying the correlation of Fed balance sheet expansion and its impact on the stock market. When the Fed flattened the balance sheet in 2014 the stock market went choppy for two years.</p>\n<p>That was followed by cheap oil which pushed stocks up. But then, the Fed started to shrink their balance sheet outright and we got the two massive bouts of volatility in 2018. By September 2019 the repo market was collapsing and QE was restarted which again pushed stocks up.</p>\n<p>Then COVID-19 hit causing one of the largest economic shocks in history. The Fed's response was massive bailouts that exceededthe economic damage. That explosive shock and awe response has carried the stock market since.</p>\n<p>The Fed has now moved from talking about tapering to talking about when to taper. The consensus is to start flattening the expansion soon. At the same time, we are at historic valuations and overbought on long-term charts. What could go wrong?</p>\n<p>Interestingly, for the first time in a long time, margin debt ebbed a bit.</p>\n<p>That little tick near the bottom of the red line could just be a blip. Or it could be a sign of alligator jaws starting to close. There have been signs of reduced liquidity in recent weeks as indicated by the firming dollar. If the dollar rises to around $96 as I think is likely later this year or early next year, then stocks have a major headwind.</p>\n<p><img src=\"https://static.tigerbbs.com/6aa7bfa757b16de395877355efd9d751\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>Investment Actions Now</b></p>\n<p>Very simply, raise cash levels to the conservative edge of your asset allocation plan. If you are retired and conservative by nature, raising cash to 50% by trimming your weakest positions most is a great idea.</p>\n<p>If you're more aggressive, then ramping up to a war chest of 20% cash makes a lot of sense by trimming your least attractive long-term holdings and weakest performers the past year. Often performance is a simple way to identify the weaklings in a portfolio, though clearly, it's not always that easy.</p>\n<p>In short, tighten up your asset allocation. Risk management first.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Correction Is Due And It Could Be Deep</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\">\nA Correction Is Due And It Could Be Deep\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 22:09 GMT+8 <a href=https://seekingalpha.com/article/4450105-a-correction-is-due-and-it-could-be-deep><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe stock market is historically overvalued.\nThe stock market is overbought on long-term charts.\nLarge caps stocks can easily correct 20%-30%, certain Meme and Zombie stocks could be much ...</p>\n\n<a href=\"https://seekingalpha.com/article/4450105-a-correction-is-due-and-it-could-be-deep\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4450105-a-correction-is-due-and-it-could-be-deep","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144088215","content_text":"Summary\n\nThe stock market is historically overvalued.\nThe stock market is overbought on long-term charts.\nLarge caps stocks can easily correct 20%-30%, certain Meme and Zombie stocks could be much worse.\nThe Fed, as always, will play a pivotal role in how deep of a decline we see, watch the taper closely.\nRaise cash quickly to the high end of your asset allocation policy.\n\nAny look at an investment should start by asking about what the risks are. For context, we often look at the broader S&P 500 (SPY) which represents most of the market capitalization in the U.S.\nLast year I warned that the stock market could become very overvalued. I urged caution in picking out stocks and ETFs. I also recommended Tesla (TSLA), Bitcoin (BTC-USD), the Invesco Clean Energy ETF (PBW) and the ARK Innovation ETF (ARKK), so I am no uber-bear.\nToday, the stock market is broadly overvalued, including both the Meme stocks and the Zombie stocks. Investor ideas on TINA - there's no alternative, FOMO - fear of missing out, and \"buy the dips\" has worked for over a year on the back of Fed stimulus.\nNow that stimulus is poised to start being reduced we can look back at history. We have been to this game before. Expect a choppy stock market to emerge imminently, if it hasn't already.\nS&P 500 Valuation\nI have talked about excessive valuations in the stock market since around New Year’s. Here's about where we stand now.\n\nI pay special attention to Crestmont which I believe has an exceptional methodology. Here’s a combined look.\n\nClearly, valuations are partying like 1999. This includes the zombies that are on borrowed (literally) time. The questions are how long the party can last and which companies will crash the hardest?\nWhile I like the entire tech-driven innovation, clean energy, AI, IoT, automation and emerging space economy themes, most of the large-cap stocks are ahead of themselves. The valuations of the S&P 500 reflect that.\nWhile I have a hard time believing a reversion to mean would drive stocks back to fair valuation by historical standards due to interest rates likely to stay lower for longer, the simple withdrawal of QE - quantitative easing could see stocks drop 20% to 30% across large-cap indexes. Certain Meme categories and Zombie stocks could be worse.\nThe Technical View Of The S&P 500\nThis is a monthly (SPY) chart. What jumps out at you?\n\nHow about now?\n\nA correction is inevitable. You are playing with fire if you are chasing here.\nBut, if you like it hot, there might be a bit more cigar to puff on before your lips get burned.\nShooter’s daily chart shows that a correction hasn’t started yet, but there's very little room left on the upside. Again, tough to be a chaser here unless you're very adept at swing trading, especially moves measured in under a month.\nShooter and I are both showing an S&P 500 correction to between about 350 and as low as around 300. A lot will depend on the size and speed of the Fed taper.\nWhat About The Fed?\n\nThere's no denying the correlation of Fed balance sheet expansion and its impact on the stock market. When the Fed flattened the balance sheet in 2014 the stock market went choppy for two years.\nThat was followed by cheap oil which pushed stocks up. But then, the Fed started to shrink their balance sheet outright and we got the two massive bouts of volatility in 2018. By September 2019 the repo market was collapsing and QE was restarted which again pushed stocks up.\nThen COVID-19 hit causing one of the largest economic shocks in history. The Fed's response was massive bailouts that exceededthe economic damage. That explosive shock and awe response has carried the stock market since.\nThe Fed has now moved from talking about tapering to talking about when to taper. The consensus is to start flattening the expansion soon. At the same time, we are at historic valuations and overbought on long-term charts. What could go wrong?\nInterestingly, for the first time in a long time, margin debt ebbed a bit.\nThat little tick near the bottom of the red line could just be a blip. Or it could be a sign of alligator jaws starting to close. There have been signs of reduced liquidity in recent weeks as indicated by the firming dollar. If the dollar rises to around $96 as I think is likely later this year or early next year, then stocks have a major headwind.\n\nInvestment Actions Now\nVery simply, raise cash levels to the conservative edge of your asset allocation plan. If you are retired and conservative by nature, raising cash to 50% by trimming your weakest positions most is a great idea.\nIf you're more aggressive, then ramping up to a war chest of 20% cash makes a lot of sense by trimming your least attractive long-term holdings and weakest performers the past year. Often performance is a simple way to identify the weaklings in a portfolio, though clearly, it's not always that easy.\nIn short, tighten up your asset allocation. Risk management first.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}