狗眼看市

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跑锅
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注册: 11/14/07 13:31

Re: 狗眼看市

帖子跑锅 » 11/12/16 22:17

bully 总是欺负最好欺负的。要给选民做做样子,最后被恶心的一定是墨西哥。加拿大不会怎样。
Mr. t+1: aka 慢半拍
想躲开你暴跌的区域//却错过你反弹的大局//我没有胆量乱飞//也没有信心进或退
想逃离你瀑布的陷阱//却陷入不敢入场困境//我没有决定捞底的勇气//也没有做空的心情
我总是干着急//涨跌任由你决定//我如今胆小到只敢股评//总马后炮一文不名
我成了一个鸡指//盈亏全不关自己//暴涨三十你从不曾犹豫//我却傻站着玩模拟

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跑锅
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注册: 11/14/07 13:31

Re: 狗眼看市

帖子跑锅 » 11/14/16 19:31

http://www.bloomberg.com/news/articles/ ... 35-billion

Trump Tech Meltdown Hits Fourth Day With Amazon Cut by $35 Billion
Lu Wang
November 14, 2016 — 3:07 PM CST

The stock market’s post-election bifurcation sharpened Monday as technology shares extended their worst performance since the start of the bull market on speculation Donald Trump’s trade and immigration policies will translate into lower earnings.

Apple Inc., Facebook Inc. and Alphabet Inc. led the S&P 500 Information Technology Index down 1.7 percent for the biggest retreat since September. The group stands out as the only industry that normally benefits from a rising economy not to rally on speculation Trump’s policies will stoke domestic growth. Tech stocks in the benchmark equity gauge have slumped 3.1 percent over four days, trailing the S&P 500 Index by 4.2 percentage points, the most since May 2009. Small caps in the Russell 2000 Index surged 1.2 percent to an all-time high.

No single fact explains the tech rout though everything from trade and immigration policy to industry rotation to flat-out campaign retaliation have been cited. Technology is the biggest group in the S&P 500 by far and one of the only ones to consistently post earnings growth over the last 18 months.

“Technology provides the productivity gains for the global economy and many of the large-cap names like Apple and Amazon were carrying the torch for the market,” Channing Smith, a managing director at Capital Advisors Inc. in Tulsa, Oklahoma, said by phone. The firm oversees about $1.8 billion. “Without their participating, that’s definitely going to create a headwind for the market.”

The S&P 500 slipped less than one point for a second day of losses, with tech giants bearing the worst of the rout. The FANG block of Facebook, Amazon.com Inc., Netflix Inc. and Google parent Alphabet each fell more than 2.4 percent. The group has dropped every day since Trump’s victory, sinking 8 percent for the worst retreat since February amid concern about the impact of Trump’s policies on trade overseas, where U.S. technology companies thrive.

The industry, which largely supported Hillary Clinton during her presidential campaign, may also face higher hurdles for expanding their footprints after some high-profile business leaders including Amazon Chief Executive Officer Jeff Bezos clashed with Trump during the election. Trump, responding to negative coverage in the Washington Post, which is owned by Bezos, maintained Bezos purchased the news organization to gain political influence and avoid antitrust scrutiny. Shares of the online retailer have lost more than $30 billion in value since Tuesday’s vote.

“It’s a big deal with what potentially Trump could do,” said Blake Harper, an analyst that covers internet stocks at Loop Capital Markets LLC in Chicago. “If you look at investors in Alphabet, Facebook and Amazon, they’re stacking some type of operationality for them to continue to expand internationally and also expand into other different categories outside their core markets,” he said. “He definitely indicated he would pursue antitrust measures against companies like Amazon. You’d have more restrictive policies to prohibit expansion.”

Any slowdown in tech earnings may deal a blow to a market that just emerged from a five-quarter profit slump, the longest since the global financial crisis. While S&P 500 income rose 2.7 percent in the third quarter, profit at tech firms expanded almost 8 percent, actual results and analyst estimates compiled by Bloomberg show.

The decline in tech shares came after they extended their leadership at the fastest rate in four years, raising their representation in the S&P 500 by more than 1 percentage point to a 15-year high of 21.4 percent in the third quarter. From Apple to Facebook, mega techs now occupy half of the top 10 spots in ranks of the most valuable American companies, matching the number at the peak of internet mania.

For now, the market seems to be holding up, with S&P 500 trading within 1.2 percent of an all-time high, as the retreat in tech stocks has been countered by rallies in financial and industrial companies, shares expected to benefit from Trump’s plans to boost fiscal spending and ease regulations. Banks climbed 2.3 percent Monday, extending their gains since Trump’s victory to 11 percent, while industrial stocks have added 5.2 percent in that time.

“The market is getting ahead of itself here and selling off and being hard on tech,” said Timothy Ghriskey, who helps manage $1.5 billion as chief investment officer at Solaris Asset Management LLC in New York. “Tech is where a lot of gains were, so as money gets shifted around to different sectors, meaning into financials and into health care and industrials, it has to come out of somewhere and a lot of it has come out of tech.”
Mr. t+1: aka 慢半拍
想躲开你暴跌的区域//却错过你反弹的大局//我没有胆量乱飞//也没有信心进或退
想逃离你瀑布的陷阱//却陷入不敢入场困境//我没有决定捞底的勇气//也没有做空的心情
我总是干着急//涨跌任由你决定//我如今胆小到只敢股评//总马后炮一文不名
我成了一个鸡指//盈亏全不关自己//暴涨三十你从不曾犹豫//我却傻站着玩模拟

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跑锅
Analyst
Analyst
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注册: 11/14/07 13:31

Re: 狗眼看市

帖子跑锅 » 11/15/16 13:19

Mr. t+1: aka 慢半拍
想躲开你暴跌的区域//却错过你反弹的大局//我没有胆量乱飞//也没有信心进或退
想逃离你瀑布的陷阱//却陷入不敢入场困境//我没有决定捞底的勇气//也没有做空的心情
我总是干着急//涨跌任由你决定//我如今胆小到只敢股评//总马后炮一文不名
我成了一个鸡指//盈亏全不关自己//暴涨三十你从不曾犹豫//我却傻站着玩模拟

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跑锅
Analyst
Analyst
帖子: 580
注册: 11/14/07 13:31

Re: 狗眼看市

帖子跑锅 » 11/17/16 10:26

图片
Mr. t+1: aka 慢半拍
想躲开你暴跌的区域//却错过你反弹的大局//我没有胆量乱飞//也没有信心进或退
想逃离你瀑布的陷阱//却陷入不敢入场困境//我没有决定捞底的勇气//也没有做空的心情
我总是干着急//涨跌任由你决定//我如今胆小到只敢股评//总马后炮一文不名
我成了一个鸡指//盈亏全不关自己//暴涨三十你从不曾犹豫//我却傻站着玩模拟

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跑锅
Analyst
Analyst
帖子: 580
注册: 11/14/07 13:31

Re: 狗眼看市

帖子跑锅 » 11/18/16 11:26

discretionary

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Mr. t+1: aka 慢半拍
想躲开你暴跌的区域//却错过你反弹的大局//我没有胆量乱飞//也没有信心进或退
想逃离你瀑布的陷阱//却陷入不敢入场困境//我没有决定捞底的勇气//也没有做空的心情
我总是干着急//涨跌任由你决定//我如今胆小到只敢股评//总马后炮一文不名
我成了一个鸡指//盈亏全不关自己//暴涨三十你从不曾犹豫//我却傻站着玩模拟

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跑锅
Analyst
Analyst
帖子: 580
注册: 11/14/07 13:31

Re: 狗眼看市

帖子跑锅 » 11/18/16 11:56

It'd be interesting to see whether and how depressed Clinton voters change their shopping behavior in the coming month.
Mr. t+1: aka 慢半拍
想躲开你暴跌的区域//却错过你反弹的大局//我没有胆量乱飞//也没有信心进或退
想逃离你瀑布的陷阱//却陷入不敢入场困境//我没有决定捞底的勇气//也没有做空的心情
我总是干着急//涨跌任由你决定//我如今胆小到只敢股评//总马后炮一文不名
我成了一个鸡指//盈亏全不关自己//暴涨三十你从不曾犹豫//我却傻站着玩模拟

阿普
President
President
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注册: 01/22/11 00:17

Re: 狗眼看市

帖子阿普 » 11/18/16 21:34

When will be the down? It is been 8 years upwards... The economy is in a new paradigm?
阿普:天降懒人
阿普:论文不够好,没追上系花
alfabeta:胖蛋糕的40万二手饼强过巴嘎的10万一手饼
小毛驴:我崇拜醉钢琴
GGL:记性好,资料多 -- 调查JRUN背景请找我
JRUN:跟我谈生意的都是资产过亿
巴嘎:我准备和JRUN谈生意
巴嘎论JRUN:一个精明生意人的灵魂被束缚在一个胖胖的知识分子躯壳里,如果是装在一个骗子加流氓的身体里,他这会儿早就是上市公司主席了—— 知识改变命运啊!

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跑锅
Analyst
Analyst
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注册: 11/14/07 13:31

Re: 狗眼看市

帖子跑锅 » 11/19/16 11:15

A recession is overdue, at least that's what everyone says. Heavy government spending might delay it but at the same time exacerbate it when it comes.

A rational government should pay off debt in good years and accumulate debt in bad years. In other words, counter economic cycles. The U.S. has not been doing that since Clinton years. If Trump's business history offers any clue, it's over leveraging and bankruptcy.

Speaking on Capitol Hill Thursday, Federal Reserve Board Chair Janet Yellen warned lawmakers that as they consider such spending, they should keep an eye on the national debt. Yellen also said that while the economy needed a big boost with fiscal stimulus after the financial crisis, that's not the case now.

"The economy is operating relatively close to full employment at this point," she said, "so in contrast to where the economy was after the financial crisis when a large demand boost was needed to lower unemployment, we're no longer in that state."

Yellen cautioned lawmakers that if they spend a lot on infrastructure and run up the debt, and then down the road the economy gets into trouble, "there is not a lot of fiscal space should a shock to the economy occur, an adverse shock, that should require fiscal stimulus."

In other words, lawmakers should consider keeping their powder dry so they have more options whenever the next economic downturn comes along.
Mr. t+1: aka 慢半拍
想躲开你暴跌的区域//却错过你反弹的大局//我没有胆量乱飞//也没有信心进或退
想逃离你瀑布的陷阱//却陷入不敢入场困境//我没有决定捞底的勇气//也没有做空的心情
我总是干着急//涨跌任由你决定//我如今胆小到只敢股评//总马后炮一文不名
我成了一个鸡指//盈亏全不关自己//暴涨三十你从不曾犹豫//我却傻站着玩模拟

ybgx
Executive VP
Executive VP
帖子: 2548
注册: 08/23/09 10:24

Re: 狗眼看市

帖子ybgx » 11/19/16 13:19

The question should be who is worse who is better relatively in the world? Maybe we will go to hell together.

跑锅 写了:A recession is overdue, at least that's what everyone says. Heavy government spending might delay it but at the same time exacerbate it when it comes.

A rational government should pay off debt in good years and accumulate debt in bad years. In other words, counter economic cycles. The U.S. has not been doing that since Clinton years. If Trump's business history offers any clue, it's over leveraging and bankruptcy.

Speaking on Capitol Hill Thursday, Federal Reserve Board Chair Janet Yellen warned lawmakers that as they consider such spending, they should keep an eye on the national debt. Yellen also said that while the economy needed a big boost with fiscal stimulus after the financial crisis, that's not the case now.

"The economy is operating relatively close to full employment at this point," she said, "so in contrast to where the economy was after the financial crisis when a large demand boost was needed to lower unemployment, we're no longer in that state."

Yellen cautioned lawmakers that if they spend a lot on infrastructure and run up the debt, and then down the road the economy gets into trouble, "there is not a lot of fiscal space should a shock to the economy occur, an adverse shock, that should require fiscal stimulus."

In other words, lawmakers should consider keeping their powder dry so they have more options whenever the next economic downturn comes along.

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Twingo
CEO
CEO
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注册: 05/01/08 02:18

Re: 狗眼看市

帖子Twingo » 11/19/16 22:09

跑锅 写了:A recession is overdue, at least that's what everyone says. Heavy government spending might delay it but at the same time exacerbate it when it comes.

A rational government should pay off debt in good years and accumulate debt in bad years. In other words, counter economic cycles. The U.S. has not been doing that since Clinton years. If Trump's business history offers any clue, it's over leveraging and bankruptcy.


美国政府现在怕的是世界老大形象坚持不下去所以拼命借债维持政府花费,让政府省钱估计永远都不会再发生了,都30年没出现的事情,现在这些购买力最强的几代都一屁股债需要还,然后这几代人一辈子没在需要省钱的时候生活过,怎么可能他们会觉得政府的债需要还,唯一的担心恐怕是政府花钱不够他们没有办法维持现在的生活,这也是为什么这次rural voter这么出来挺Trump,生活只能好不能坏,全世界都这样,中国政府拼命印钞票不也是一样的思维
股通筒子们的暴笑生活
Twingo mouche - idefix


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