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Zhemin
Zhemin
·
2021-05-03
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Wall Street bullishness hits post-Financial Crisis high, BofA says
BofA Securities' measure of Wall Street sell-side sentiment is pushing into euphoria territory, at t
Wall Street bullishness hits post-Financial Crisis high, BofA says
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Zhemin
Zhemin
·
2021-03-16
[开心]
KE Holding soars more than 18%
(March 16) KE Holding soars more than 18%. KE Holdings(NYSE:BEKE): Q4 Non-GAAP EPS of $0.26beats by
KE Holding soars more than 18%
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Zhemin
Zhemin
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2021-03-15
Lns
非常抱歉,此主贴已删除
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22:14","market":"us","language":"en","title":"Wall Street bullishness hits post-Financial Crisis high, BofA says","url":"https://stock-news.laohu8.com/highlight/detail?id=1150516400","media":"seekingalpha","summary":"BofA Securities' measure of Wall Street sell-side sentiment is pushing into euphoria territory, at t","content":"<p>BofA Securities' measure of Wall Street sell-side sentiment is pushing into euphoria territory, at the highest level since the FinancialCrisis.</p><p>The Sell Side Indicator, which tracks the recommended equity allocation by sell-side strategists rose to 59.8% from 59.4%, the highest it's been in 13 years.</p><p>It has risen four month in the row and is just 50 basis points away from a contrarian Sell signal (60.3%). That's the closest it's been to a sell signal since May 2007, with the S&P 500(SP500)(NYSEARCA:SPY)seeing a drop of 7% over the next 12 months.</p><p>\"Increasingly euphoric sentiment is a driver of our more cautious outlook as we believe that vaccine deployment, economic reopening, stimulus, etc. are largely priced in,\" BofA strategists led by Savita Subramaniam, wrote in a note. \"We have not seen a 5% pullback in six months (they have occurred on average 3x per year) nor have we experienced a 10% correction in 14 months (a once per year phenomenon, historically).\"</p><p>\"Sentiment continues to climb as market gains continue: the year-over-year rise in our Sell Side Indicator is in the 85th percentile of our data history and above 1 std. deviation,\" they add. \"Since March 2020, equity allocations have risen >3.5x faster than they typically do following bear markets.\"</p><p>\"Lofty valuations, juxtaposed against the potential for bad inflation, rising rates, and higher taxes on corporates and consumers. But we are bullish on economic/profits/capex growth, driving our preference for cyclical stocks.\"</p><p>While at a 13-year high, the indicator is still technically in Neutral territory, indicating positive returns over the next 12 months.</p><p>But it is forecasting returns of just 6%, well below the average 12-month forecast of 14% since the financial crisis.</p><p>Other sentiment measures are also at historically high levels.</p><p>The Citi Panic/Euphoria sentiment measure ticked up to 1.22 from an upwardly revised 1.17 the week before, near the peaks of positive sentiment seen during the dot-com bubble (euphoria is anything above 0.38).</p><p>But Cannacord analyst Tony Dwyer says thatthe type of questions asked at Federal Reserve Chairman Jay Powell's press conference last week may indicate an inflection point on sentiment.</p><p><img src=\"https://static.tigerbbs.com/a7ff75f216b53f3a5505519f2c396927\" tg-width=\"827\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></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>Wall Street bullishness hits post-Financial Crisis high, BofA says</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\">\nWall Street bullishness hits post-Financial Crisis high, BofA says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 22:14 GMT+8 <a href=https://seekingalpha.com/news/3689170-wall-street-bullishness-hits-post-financial-crisis-high-bofa-says><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BofA Securities' measure of Wall Street sell-side sentiment is pushing into euphoria territory, at the highest level since the FinancialCrisis.The Sell Side Indicator, which tracks the recommended ...</p>\n\n<a href=\"https://seekingalpha.com/news/3689170-wall-street-bullishness-hits-post-financial-crisis-high-bofa-says\">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","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/news/3689170-wall-street-bullishness-hits-post-financial-crisis-high-bofa-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150516400","content_text":"BofA Securities' measure of Wall Street sell-side sentiment is pushing into euphoria territory, at the highest level since the FinancialCrisis.The Sell Side Indicator, which tracks the recommended equity allocation by sell-side strategists rose to 59.8% from 59.4%, the highest it's been in 13 years.It has risen four month in the row and is just 50 basis points away from a contrarian Sell signal (60.3%). That's the closest it's been to a sell signal since May 2007, with the S&P 500(SP500)(NYSEARCA:SPY)seeing a drop of 7% over the next 12 months.\"Increasingly euphoric sentiment is a driver of our more cautious outlook as we believe that vaccine deployment, economic reopening, stimulus, etc. are largely priced in,\" BofA strategists led by Savita Subramaniam, wrote in a note. \"We have not seen a 5% pullback in six months (they have occurred on average 3x per year) nor have we experienced a 10% correction in 14 months (a once per year phenomenon, historically).\"\"Sentiment continues to climb as market gains continue: the year-over-year rise in our Sell Side Indicator is in the 85th percentile of our data history and above 1 std. deviation,\" they add. \"Since March 2020, equity allocations have risen >3.5x faster than they typically do following bear markets.\"\"Lofty valuations, juxtaposed against the potential for bad inflation, rising rates, and higher taxes on corporates and consumers. But we are bullish on economic/profits/capex growth, driving our preference for cyclical stocks.\"While at a 13-year high, the indicator is still technically in Neutral territory, indicating positive returns over the next 12 months.But it is forecasting returns of just 6%, well below the average 12-month forecast of 14% since the financial crisis.Other sentiment measures are also at historically high levels.The Citi Panic/Euphoria sentiment measure ticked up to 1.22 from an upwardly revised 1.17 the week before, near the peaks of positive sentiment seen during the dot-com bubble (euphoria is anything above 0.38).But Cannacord analyst Tony Dwyer says thatthe type of questions asked at Federal Reserve Chairman Jay Powell's press conference last week may indicate an inflection point on sentiment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325241496,"gmtCreate":1615903753015,"gmtModify":1703494804298,"author":{"id":"3559624141554844","authorId":"3559624141554844","name":"Zhemin","avatar":"https://static.tigerbbs.com/58fc388df0ce13fea9326d6420385b6d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559624141554844","authorIdStr":"3559624141554844"},"themes":[],"htmlText":"[开心] ","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325241496","repostId":"1103012672","repostType":4,"repost":{"id":"1103012672","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1615902894,"share":"https://www.laohu8.com/m/news/1103012672?lang=&edition=full","pubTime":"2021-03-16 21:54","market":"us","language":"en","title":"KE Holding soars more than 18%","url":"https://stock-news.laohu8.com/highlight/detail?id=1103012672","media":"Tiger Newspress","summary":"(March 16) KE Holding soars more than 18%.\nKE Holdings(NYSE:BEKE): Q4 Non-GAAP EPS of $0.26beats by ","content":"<p>(March 16) KE Holding soars more than 18%.</p>\n<p>KE Holdings(NYSE:BEKE): Q4 Non-GAAP EPS of $0.26beats by $0.13; GAAP EPS of $0.14beats by $0.10.</p>\n<p>Revenue of $3.47B (+57.0% Y/Y)beats by $350M.</p>\n<p><img src=\"https://static.tigerbbs.com/c71cb8b1dd7bf7cfcef37a6d0f2dd61b\" tg-width=\"724\" tg-height=\"516\"></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>KE Holding soars more than 18%</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\">\nKE Holding soars more than 18%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-03-16 21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(March 16) KE Holding soars more than 18%.</p>\n<p>KE Holdings(NYSE:BEKE): Q4 Non-GAAP EPS of $0.26beats by $0.13; GAAP EPS of $0.14beats by $0.10.</p>\n<p>Revenue of $3.47B (+57.0% Y/Y)beats by $350M.</p>\n<p><img src=\"https://static.tigerbbs.com/c71cb8b1dd7bf7cfcef37a6d0f2dd61b\" tg-width=\"724\" tg-height=\"516\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BEKE":"贝壳"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103012672","content_text":"(March 16) KE Holding soars more than 18%.\nKE Holdings(NYSE:BEKE): Q4 Non-GAAP EPS of $0.26beats by $0.13; GAAP EPS of $0.14beats by $0.10.\nRevenue of $3.47B (+57.0% Y/Y)beats by $350M.","news_type":1},"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322684802,"gmtCreate":1615803124106,"gmtModify":1703493186442,"author":{"id":"3559624141554844","authorId":"3559624141554844","name":"Zhemin","avatar":"https://static.tigerbbs.com/58fc388df0ce13fea9326d6420385b6d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559624141554844","authorIdStr":"3559624141554844"},"themes":[],"htmlText":"Lns","listText":"Lns","text":"Lns","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322684802","repostId":"1199587015","repostType":4,"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}