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- MoleculasMoleculas
  ·2022-01-01
  HNY!
  非常抱歉，此主贴已删除
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- MoleculasMoleculas
  ·2021-12-31
  Good
  非常抱歉，此主贴已删除
  2,069 1
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- MoleculasMoleculas
  ·2021-12-30
  Good
  3 Growth Stocks That Could 5x in 2022<blockquote>3只成长型股票在2022年可能上涨5倍</blockquote>
  If you're ready to swing for the fences in 2022, you may as well equip yourself with stocks that can
  3 Growth Stocks That Could 5x in 2022<blockquote>3只成长型股票在2022年可能上涨5倍</blockquote>
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- MoleculasMoleculas
  ·2021-12-29
  Oh no
  非常抱歉，此主贴已删除
  2,360 2
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- MoleculasMoleculas
  ·2021-12-28
  Gr8
  非常抱歉，此主贴已删除
  2,529 1
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- MoleculasMoleculas
  ·2021-12-27
  Moon!
  非常抱歉，此主贴已删除
  2,679 1
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- MoleculasMoleculas
  ·2021-12-25
  Hi
  非常抱歉，此主贴已删除
  3,891 1
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- MoleculasMoleculas
  ·2021-12-24
  Oh no
  The Fed Has Created the Monster Market: What's in Store for 2022?<blockquote>美联储创造了怪物市场：2022年会发生什么？</blockquote>
  The year 2021 should be labeled as the one that confounded even the most experienced of investors. T
  The Fed Has Created the Monster Market: What's in Store for 2022?<blockquote>美联储创造了怪物市场：2022年会发生什么？</blockquote>
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- MoleculasMoleculas
  ·2021-12-23
  Great
  非常抱歉，此主贴已删除
  2,491 1
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- MoleculasMoleculas
  ·2021-12-22
  Lovely
  非常抱歉，此主贴已删除
  2,125 1
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11:46","market":"us","language":"en","title":"3 Growth Stocks That Could 5x in 2022<blockquote>3只成长型股票在2022年可能上涨5倍</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1141552384","media":"Motley Fool","summary":"If you're ready to swing for the fences in 2022, you may as well equip yourself with stocks that can","content":"<p><html><head></head><body>If you&#39;re ready to swing for the fences in 2022, you may as well equip yourself with stocks that can go far in the year ahead. Why beat the market when you can crush the market?</p><p><blockquote><html><head></head><body>如果您准备好在2022年观望，您不妨为自己配备一些在未来一年可以走得更远的股票。当你能碾压市场时，为什么要打败市场？</body></html></blockquote></p><p><b>Peloton Interactive</b>(NASDAQ:PTON),<b>Voyager Digital</b>(OTC:VYGV.F)and <b>Camping World Holdings</b>(NYSE:CWH)are three growth stocks that I feel will trounce the market in 2022. Let&#39;s go over why I think these investments have the potential for a fivefold increase in the year ahead.</p><p><blockquote><b>Peloton互动</b>（纳斯达克：PTON），<b>航海家</b>（场外交易代码：VYGV.F）和<b>露营世界控股公司</b>（纽约证券交易所股票代码：CWH）是我认为将在2022年击败市场的三只成长型股票。让我们回顾一下为什么我认为这些投资在未来一年有可能增长五倍。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b921271c793dcac0a4cef0e9c93f8376\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: PELOTON INTERACTIVE.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：PELOTON互动。</span></p></blockquote></p><p><b>1. Peloton</b></p><p><blockquote><b>第一排</b></blockquote></p><p>You don&#39;t need to be a math major to figure out what it would take for Peloton to appreciate fivefold in 2022. The stock has fallen nearly 80% through Tuesday&#39;s close since peaking 11 months ago. All it has to do is take out its old all-time high.</p><p><blockquote>你不需要是数学专业的学生就能知道Peloton在2022年升值五倍需要什么。自11个月前达到峰值以来，该股截至周二收盘已下跌近80%。它所要做的就是打破历史新高。</blockquote></p><p>It&#39;s a tall order for an out-of-favor company, and the premium home-fitness specialist is clearly in the market&#39;s doghouse. It&#39;s been a series of unfortunate events for Peloton. The stock peaked 11 months ago just as pandemic-tackling vaccines hit the market. With fitness centers and spinning-class boutiques reopening, there was less of a need to make a four-figure investment in a home-based proxy for the real thing.</p><p><blockquote>对于一家失宠的公司来说，这是一项艰巨的任务，而这家高级家庭健身专家显然处于市场的狗窝中。对于Peloton来说，这是一系列不幸的事件。11个月前，就在应对流行病的疫苗上市时，该股达到顶峰。随着健身中心和动感单车精品店的重新开业，人们不再需要在真正的家庭代理上进行四位数的投资。</blockquote></p><p>Things got worse. It had to recall its treadmill after a few tragic accidents involving young children and pets. Recently the premiere of the <i>Sex in the City</i> spin off <i>And Just Like That</i> killed off a main character after a Peloton workout, even if Peloton did recover from that by quickly turning around a brilliant counter ad.</p><p><blockquote>事情变得更糟了。在发生了几起涉及幼儿和宠物的悲惨事故后，它不得不召回其跑步机。近日首映的<i>欲望都市</i>分拆<i>就像那样</i>在Peloton锻炼后杀死了一个主角，即使Peloton确实通过快速扭转一个精彩的反广告从中恢复过来。</blockquote></p><p>Financially speaking, Peloton is in a funk. It has now clocked in with consecutive financial reports of sequential declines in total workout sessions and revenue after a couple of years of triple-digit top-line growth. Guidance is also problematic and uninspiring. The stock continued to sell off this month, hitting a new 52-week low on Tuesday. Investors are tax-loss harvesting, and portfolio managers are window dressing.</p><p><blockquote>从财务上来说，Peloton陷入了恐慌。在经历了几年三位数的营收增长后，该公司现已连续发布财务报告称，锻炼总次数和收入连续下降。指导也是有问题的，没有启发。该股本月继续遭到抛售，周二创下52周新低。投资者正在收获税收损失，而投资组合经理则在粉饰门面。</blockquote></p><p>But why is no one paying attention to the rapid surge of COVID-19 cases? With a fifth surge picking up steam, we might not be canceling our connected-fitness Peloton subscriptions anytime soon.</p><p><blockquote>但是为什么没有人关注新冠肺炎病例的快速激增呢？随着第五次激增的加速，我们可能不会很快取消我们的互联健身Peloton订阅。</blockquote></p><p><b>2. Voyager Digital</b></p><p><blockquote><b>2.航海家数码</b></blockquote></p><p>You won&#39;t find too many publicly traded companies growing faster than Voyager Digital. The cryptocurrency platform saw its organic revenue soar 3,280% in its latest quarter, and that follows growth of 15,122% in its fiscal 2021 that ended in June. These aren&#39;t typos. It surpassed a million total funded accounts last month, and the money&#39;s adding up quickly. Voyager has seen its total assets under management grow from $2.6 billion at the end of June to $4.3 billion at the end of September to just shy of $7 billion by mid-November.</p><p><blockquote>你不会发现太多上市公司的增长速度比Voyager Digital更快。该加密货币平台的有机收入在最近一个季度飙升了3,280%，此前在截至6月的2021财年增长了15,122%。这些不是错别字。上个月资金账户总数超过了100万，而且资金还在迅速增加。Voyager管理的总资产从6月底的26亿美元增长到9月底的43亿美元，到11月中旬接近70亿美元。</blockquote></p><p>Voyager isn&#39;t a trading exchange itself. It outsources customer orders through a dozen exchanges and market makers. It doesn&#39;t tack on a commission, but Voyager does get a piece of the action if its smart order-routing platform is able to deliver a better price than quoted. The star attraction is that it lets crypto traders earn as much as 12% in annualized interest on their idle tokens and coins.</p><p><blockquote>航海家号本身并不是一个交易交易所。它通过十几家交易所和做市商外包客户订单。它不收取佣金，但如果其智能订单路由平台能够提供比报价更好的价格，Voyager确实会从中分一杯羹。最吸引人的是，它可以让加密货币交易者从闲置的代币和代币中赚取高达12%的年化利息。</blockquote></p><p>Growth will inevitably decelerate now that it has a much larger account base, but analysts also see it becoming profitable this fiscal year. As long as cryptocurrencies remain popular and Voyager keeps striking smart platform-widening deals, the stock has plenty of upside from its current $2.5 billion market cap.</p><p><blockquote>由于该公司拥有更大的客户基础，增长将不可避免地放缓，但分析师也认为该公司本财年将实现盈利。只要加密货币仍然受欢迎，并且Voyager不断达成明智的平台拓展交易，该股相对于目前25亿美元的市值还有很大的上涨空间。</blockquote></p><p><b>3. Camping World</b></p><p><blockquote><b>3.露营世界</b></blockquote></p><p>You can get big growth and a juicy dividend in the same spoonful. Camping World operates a chain of superstores that sell recreational vehicles (RVs) and related essentials. It&#39;s the top dog, and it&#39;s perpetually widening its lead by buying smaller regional players.</p><p><blockquote>您可以在同一勺中获得巨大的增长和丰厚的股息。Camping World经营着一家连锁超市，销售休闲车(RV)和相关必需品。它是领头羊，并且通过收购较小的区域参与者不断扩大领先优势。</blockquote></p><p>Business started to pick up around May of last year, as folks realized that the pandemic was going to be around for some time and that they needed a way to travel safely over Memorial Day weekend, the upcoming summer season, and beyond.</p><p><blockquote>业务在去年5月左右开始回升，因为人们意识到疫情将持续一段时间，他们需要一种在阵亡将士纪念日周末、即将到来的夏季及以后安全旅行的方式。</blockquote></p><p>Its business continues to roll. Camping World has rattled off five consecutive quarters of double-digit revenue growth, including a 14% gain in its latest report. Sustainable interest in RVs (including from retirees, the affluent, and folks realizing that the future of hybrid workplaces means being able to travel across the country while keeping a job) and rising prices for new and -- in particular -- used homes on wheels keep the market driving forward. Margins are widening, and net income rose 22% in Camping World&#39;s latest quarter.</p><p><blockquote>它的业务继续发展。Camping World已连续五个季度实现两位数收入增长，其中最新报告中的收入增长了14%。对房车的持续兴趣（包括退休人员、富人和意识到混合工作场所的未来意味着能够在保住工作的同时环游全国的人们）以及新房、尤其是二手房价格的上涨车轮保持市场向前发展。利润率正在扩大，Camping World最近一个季度的净利润增长了22%。</blockquote></p><p></p><p>Now we get to the good stuff. Spell out the thesis for Camping World and you wouldn&#39;t expect to find a stock selling for just six times forward earnings. You also wouldn&#39;t expect an investment that recently doubled its quarterly dividend payout, now yielding 5%. We&#39;re already lapping the start of the double-digit growth. If Camping World can keep surprising the market with its resiliency, this is a stock that can pop fivefold and still be reasonably priced. Find the keys. Take it out for a test drive.</p><p><blockquote>现在我们来看看好东西。详细说明Camping World的论点，您不会期望找到一只股票的售价仅为预期市盈率的六倍。你也不会想到一项投资最近将季度股息支付翻了一番，目前收益率为5%。我们已经开始了两位数的增长。如果Camping World能够继续以其弹性给市场带来惊喜，那么这是一只可以上涨五倍且定价仍然合理的股票。找到钥匙。拿出来试驾一下。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></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>3 Growth Stocks That Could 5x in 2022<blockquote>3只成长型股票在2022年可能上涨5倍</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\n3 Growth Stocks That Could 5x in 2022<blockquote>3只成长型股票在2022年可能上涨5倍</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-30 11:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>If you&#39;re ready to swing for the fences in 2022, you may as well equip yourself with stocks that can go far in the year ahead. Why beat the market when you can crush the market?</p><p><blockquote><html><head></head><body>如果您准备好在2022年观望，您不妨为自己配备一些在未来一年可以走得更远的股票。当你能碾压市场时，为什么要打败市场？</body></html></blockquote></p><p><b>Peloton Interactive</b>(NASDAQ:PTON),<b>Voyager Digital</b>(OTC:VYGV.F)and <b>Camping World Holdings</b>(NYSE:CWH)are three growth stocks that I feel will trounce the market in 2022. Let&#39;s go over why I think these investments have the potential for a fivefold increase in the year ahead.</p><p><blockquote><b>Peloton互动</b>（纳斯达克：PTON），<b>航海家</b>（场外交易代码：VYGV.F）和<b>露营世界控股公司</b>（纽约证券交易所股票代码：CWH）是我认为将在2022年击败市场的三只成长型股票。让我们回顾一下为什么我认为这些投资在未来一年有可能增长五倍。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b921271c793dcac0a4cef0e9c93f8376\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: PELOTON INTERACTIVE.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：PELOTON互动。</span></p></blockquote></p><p><b>1. Peloton</b></p><p><blockquote><b>第一排</b></blockquote></p><p>You don&#39;t need to be a math major to figure out what it would take for Peloton to appreciate fivefold in 2022. The stock has fallen nearly 80% through Tuesday&#39;s close since peaking 11 months ago. All it has to do is take out its old all-time high.</p><p><blockquote>你不需要是数学专业的学生就能知道Peloton在2022年升值五倍需要什么。自11个月前达到峰值以来，该股截至周二收盘已下跌近80%。它所要做的就是打破历史新高。</blockquote></p><p>It&#39;s a tall order for an out-of-favor company, and the premium home-fitness specialist is clearly in the market&#39;s doghouse. It&#39;s been a series of unfortunate events for Peloton. The stock peaked 11 months ago just as pandemic-tackling vaccines hit the market. With fitness centers and spinning-class boutiques reopening, there was less of a need to make a four-figure investment in a home-based proxy for the real thing.</p><p><blockquote>对于一家失宠的公司来说，这是一项艰巨的任务，而这家高级家庭健身专家显然处于市场的狗窝中。对于Peloton来说，这是一系列不幸的事件。11个月前，就在应对流行病的疫苗上市时，该股达到顶峰。随着健身中心和动感单车精品店的重新开业，人们不再需要在真正的家庭代理上进行四位数的投资。</blockquote></p><p>Things got worse. It had to recall its treadmill after a few tragic accidents involving young children and pets. Recently the premiere of the <i>Sex in the City</i> spin off <i>And Just Like That</i> killed off a main character after a Peloton workout, even if Peloton did recover from that by quickly turning around a brilliant counter ad.</p><p><blockquote>事情变得更糟了。在发生了几起涉及幼儿和宠物的悲惨事故后，它不得不召回其跑步机。近日首映的<i>欲望都市</i>分拆<i>就像那样</i>在Peloton锻炼后杀死了一个主角，即使Peloton确实通过快速扭转一个精彩的反广告从中恢复过来。</blockquote></p><p>Financially speaking, Peloton is in a funk. It has now clocked in with consecutive financial reports of sequential declines in total workout sessions and revenue after a couple of years of triple-digit top-line growth. Guidance is also problematic and uninspiring. The stock continued to sell off this month, hitting a new 52-week low on Tuesday. Investors are tax-loss harvesting, and portfolio managers are window dressing.</p><p><blockquote>从财务上来说，Peloton陷入了恐慌。在经历了几年三位数的营收增长后，该公司现已连续发布财务报告称，锻炼总次数和收入连续下降。指导也是有问题的，没有启发。该股本月继续遭到抛售，周二创下52周新低。投资者正在收获税收损失，而投资组合经理则在粉饰门面。</blockquote></p><p>But why is no one paying attention to the rapid surge of COVID-19 cases? With a fifth surge picking up steam, we might not be canceling our connected-fitness Peloton subscriptions anytime soon.</p><p><blockquote>但是为什么没有人关注新冠肺炎病例的快速激增呢？随着第五次激增的加速，我们可能不会很快取消我们的互联健身Peloton订阅。</blockquote></p><p><b>2. Voyager Digital</b></p><p><blockquote><b>2.航海家数码</b></blockquote></p><p>You won&#39;t find too many publicly traded companies growing faster than Voyager Digital. The cryptocurrency platform saw its organic revenue soar 3,280% in its latest quarter, and that follows growth of 15,122% in its fiscal 2021 that ended in June. These aren&#39;t typos. It surpassed a million total funded accounts last month, and the money&#39;s adding up quickly. Voyager has seen its total assets under management grow from $2.6 billion at the end of June to $4.3 billion at the end of September to just shy of $7 billion by mid-November.</p><p><blockquote>你不会发现太多上市公司的增长速度比Voyager Digital更快。该加密货币平台的有机收入在最近一个季度飙升了3,280%，此前在截至6月的2021财年增长了15,122%。这些不是错别字。上个月资金账户总数超过了100万，而且资金还在迅速增加。Voyager管理的总资产从6月底的26亿美元增长到9月底的43亿美元，到11月中旬接近70亿美元。</blockquote></p><p>Voyager isn&#39;t a trading exchange itself. It outsources customer orders through a dozen exchanges and market makers. It doesn&#39;t tack on a commission, but Voyager does get a piece of the action if its smart order-routing platform is able to deliver a better price than quoted. The star attraction is that it lets crypto traders earn as much as 12% in annualized interest on their idle tokens and coins.</p><p><blockquote>航海家号本身并不是一个交易交易所。它通过十几家交易所和做市商外包客户订单。它不收取佣金，但如果其智能订单路由平台能够提供比报价更好的价格，Voyager确实会从中分一杯羹。最吸引人的是，它可以让加密货币交易者从闲置的代币和代币中赚取高达12%的年化利息。</blockquote></p><p>Growth will inevitably decelerate now that it has a much larger account base, but analysts also see it becoming profitable this fiscal year. As long as cryptocurrencies remain popular and Voyager keeps striking smart platform-widening deals, the stock has plenty of upside from its current $2.5 billion market cap.</p><p><blockquote>由于该公司拥有更大的客户基础，增长将不可避免地放缓，但分析师也认为该公司本财年将实现盈利。只要加密货币仍然受欢迎，并且Voyager不断达成明智的平台拓展交易，该股相对于目前25亿美元的市值还有很大的上涨空间。</blockquote></p><p><b>3. Camping World</b></p><p><blockquote><b>3.露营世界</b></blockquote></p><p>You can get big growth and a juicy dividend in the same spoonful. Camping World operates a chain of superstores that sell recreational vehicles (RVs) and related essentials. It&#39;s the top dog, and it&#39;s perpetually widening its lead by buying smaller regional players.</p><p><blockquote>您可以在同一勺中获得巨大的增长和丰厚的股息。Camping World经营着一家连锁超市，销售休闲车(RV)和相关必需品。它是领头羊，并且通过收购较小的区域参与者不断扩大领先优势。</blockquote></p><p>Business started to pick up around May of last year, as folks realized that the pandemic was going to be around for some time and that they needed a way to travel safely over Memorial Day weekend, the upcoming summer season, and beyond.</p><p><blockquote>业务在去年5月左右开始回升，因为人们意识到疫情将持续一段时间，他们需要一种在阵亡将士纪念日周末、即将到来的夏季及以后安全旅行的方式。</blockquote></p><p>Its business continues to roll. Camping World has rattled off five consecutive quarters of double-digit revenue growth, including a 14% gain in its latest report. Sustainable interest in RVs (including from retirees, the affluent, and folks realizing that the future of hybrid workplaces means being able to travel across the country while keeping a job) and rising prices for new and -- in particular -- used homes on wheels keep the market driving forward. Margins are widening, and net income rose 22% in Camping World&#39;s latest quarter.</p><p><blockquote>它的业务继续发展。Camping World已连续五个季度实现两位数收入增长，其中最新报告中的收入增长了14%。对房车的持续兴趣（包括退休人员、富人和意识到混合工作场所的未来意味着能够在保住工作的同时环游全国的人们）以及新房、尤其是二手房价格的上涨车轮保持市场向前发展。利润率正在扩大，Camping World最近一个季度的净利润增长了22%。</blockquote></p><p></p><p>Now we get to the good stuff. Spell out the thesis for Camping World and you wouldn&#39;t expect to find a stock selling for just six times forward earnings. You also wouldn&#39;t expect an investment that recently doubled its quarterly dividend payout, now yielding 5%. We&#39;re already lapping the start of the double-digit growth. If Camping World can keep surprising the market with its resiliency, this is a stock that can pop fivefold and still be reasonably priced. Find the keys. Take it out for a test drive.</p><p><blockquote>现在我们来看看好东西。详细说明Camping World的论点，您不会期望找到一只股票的售价仅为预期市盈率的六倍。你也不会想到一项投资最近将季度股息支付翻了一番，目前收益率为5%。我们已经开始了两位数的增长。如果Camping World能够继续以其弹性给市场带来惊喜，那么这是一只可以上涨五倍且定价仍然合理的股票。找到钥匙。拿出来试驾一下。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/29/3-growth-stocks-that-could-5x-in-2022/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VYGVF":"Voyager Digital Ltd.","PTON":"Peloton Interactive, Inc.","CWH":"露营世界"},"source_url":"https://www.fool.com/investing/2021/12/29/3-growth-stocks-that-could-5x-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141552384","content_text":"If you're ready to swing for the fences in 2022, you may as well equip yourself with stocks that can go far in the year ahead. Why beat the market when you can crush the market?Peloton Interactive(NASDAQ:PTON),Voyager Digital(OTC:VYGV.F)and Camping World Holdings(NYSE:CWH)are three growth stocks that I feel will trounce the market in 2022. Let's go over why I think these investments have the potential for a fivefold increase in the year ahead.IMAGE SOURCE: PELOTON INTERACTIVE.1. PelotonYou don't need to be a math major to figure out what it would take for Peloton to appreciate fivefold in 2022. The stock has fallen nearly 80% through Tuesday's close since peaking 11 months ago. All it has to do is take out its old all-time high.It's a tall order for an out-of-favor company, and the premium home-fitness specialist is clearly in the market's doghouse. It's been a series of unfortunate events for Peloton. The stock peaked 11 months ago just as pandemic-tackling vaccines hit the market. With fitness centers and spinning-class boutiques reopening, there was less of a need to make a four-figure investment in a home-based proxy for the real thing.Things got worse. It had to recall its treadmill after a few tragic accidents involving young children and pets. Recently the premiere of the Sex in the City spin off And Just Like That killed off a main character after a Peloton workout, even if Peloton did recover from that by quickly turning around a brilliant counter ad.Financially speaking, Peloton is in a funk. It has now clocked in with consecutive financial reports of sequential declines in total workout sessions and revenue after a couple of years of triple-digit top-line growth. Guidance is also problematic and uninspiring. The stock continued to sell off this month, hitting a new 52-week low on Tuesday. Investors are tax-loss harvesting, and portfolio managers are window dressing.But why is no one paying attention to the rapid surge of COVID-19 cases? With a fifth surge picking up steam, we might not be canceling our connected-fitness Peloton subscriptions anytime soon.2. Voyager DigitalYou won't find too many publicly traded companies growing faster than Voyager Digital. The cryptocurrency platform saw its organic revenue soar 3,280% in its latest quarter, and that follows growth of 15,122% in its fiscal 2021 that ended in June. These aren't typos. It surpassed a million total funded accounts last month, and the money's adding up quickly. Voyager has seen its total assets under management grow from $2.6 billion at the end of June to $4.3 billion at the end of September to just shy of $7 billion by mid-November.Voyager isn't a trading exchange itself. It outsources customer orders through a dozen exchanges and market makers. It doesn't tack on a commission, but Voyager does get a piece of the action if its smart order-routing platform is able to deliver a better price than quoted. The star attraction is that it lets crypto traders earn as much as 12% in annualized interest on their idle tokens and coins.Growth will inevitably decelerate now that it has a much larger account base, but analysts also see it becoming profitable this fiscal year. As long as cryptocurrencies remain popular and Voyager keeps striking smart platform-widening deals, the stock has plenty of upside from its current $2.5 billion market cap.3. Camping WorldYou can get big growth and a juicy dividend in the same spoonful. Camping World operates a chain of superstores that sell recreational vehicles (RVs) and related essentials. It's the top dog, and it's perpetually widening its lead by buying smaller regional players.Business started to pick up around May of last year, as folks realized that the pandemic was going to be around for some time and that they needed a way to travel safely over Memorial Day weekend, the upcoming summer season, and beyond.Its business continues to roll. Camping World has rattled off five consecutive quarters of double-digit revenue growth, including a 14% gain in its latest report. Sustainable interest in RVs (including from retirees, the affluent, and folks realizing that the future of hybrid workplaces means being able to travel across the country while keeping a job) and rising prices for new and -- in particular -- used homes on wheels keep the market driving forward. Margins are widening, and net income rose 22% in Camping World's latest quarter.Now we get to the good stuff. Spell out the thesis for Camping World and you wouldn't expect to find a stock selling for just six times forward earnings. You also wouldn't expect an investment that recently doubled its quarterly dividend payout, now yielding 5%. We're already lapping the start of the double-digit growth. If Camping World can keep surprising the market with its resiliency, this is a stock that can pop fivefold and still be reasonably priced. Find the keys. Take it out for a test drive.","news_type":1,"symbols_score_info":{"VYGVF":0.9,"CWH":0.9,"PTON":0.9}},"isVote":1,"tweetType":1,"viewCount":3685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696404716,"gmtCreate":1640743154887,"gmtModify":1640743155177,"author":{"id":"3574681823185660","authorId":"3574681823185660","name":"Moleculas","avatar":"https://static.tigerbbs.com/29766162695d3f835f6f4a52554d2137","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574681823185660","authorIdStr":"3574681823185660"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/696404716","repostId":"1186633322","repostType":4,"isVote":1,"tweetType":1,"viewCount":2360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696192845,"gmtCreate":1640647210540,"gmtModify":1640647210836,"author":{"id":"3574681823185660","authorId":"3574681823185660","name":"Moleculas","avatar":"https://static.tigerbbs.com/29766162695d3f835f6f4a52554d2137","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574681823185660","authorIdStr":"3574681823185660"},"themes":[],"htmlText":"Gr8","listText":"Gr8","text":"Gr8","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696192845","repostId":"1127544468","repostType":4,"isVote":1,"tweetType":1,"viewCount":2529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696952876,"gmtCreate":1640608157745,"gmtModify":1640608158052,"author":{"id":"3574681823185660","authorId":"3574681823185660","name":"Moleculas","avatar":"https://static.tigerbbs.com/29766162695d3f835f6f4a52554d2137","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574681823185660","authorIdStr":"3574681823185660"},"themes":[],"htmlText":"Moon!","listText":"Moon!","text":"Moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696952876","repostId":"2194177864","repostType":4,"isVote":1,"tweetType":1,"viewCount":2679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698653399,"gmtCreate":1640390939897,"gmtModify":1640390940170,"author":{"id":"3574681823185660","authorId":"3574681823185660","name":"Moleculas","avatar":"https://static.tigerbbs.com/29766162695d3f835f6f4a52554d2137","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574681823185660","authorIdStr":"3574681823185660"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698653399","repostId":"1156159690","repostType":4,"isVote":1,"tweetType":1,"viewCount":3891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698876127,"gmtCreate":1640354299606,"gmtModify":1640354299913,"author":{"id":"3574681823185660","authorId":"3574681823185660","name":"Moleculas","avatar":"https://static.tigerbbs.com/29766162695d3f835f6f4a52554d2137","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574681823185660","authorIdStr":"3574681823185660"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698876127","repostId":"1168664020","repostType":4,"repost":{"id":"1168664020","kind":"news","pubTimestamp":1640339173,"share":"https://www.laohu8.com/m/news/1168664020?lang=zh_CN&edition=full","pubTime":"2021-12-24 17:46","market":"us","language":"en","title":"The Fed Has Created the Monster Market: What's in Store for 2022?<blockquote>美联储创造了怪物市场：2022年会发生什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168664020","media":"Realmoney","summary":"The year 2021 should be labeled as the one that confounded even the most experienced of investors. T","content":"<p>The year 2021 should be labeled as the one that confounded even the most experienced of investors. Two years after the pandemic where the global central banks flushed the market with unimaginable liquidity in a short period of time to boost an economy that came to a grinding halt, one wonders why the U.S. central bank is still adding net liquidity to the market today, albeit at a slower pace. The Fed's mantra all throughout 2021 has been that \"inflation is transitory.\" But up until recently, when inflation is seen in everything from milk, coffee, rents, lumber, gas, construction, steel... to anything consumer related, even the Fed cannot use this word with a straight face. Using the word transitory loosely can still work if the horizon is anywhere from three months to two years. It seems the bond and rates markets have now forced the hand of the Fed to realize that inflation is certainly not transitory and they need to do something about it.</p><p><blockquote>2021年应该被称为让最有经验的投资者感到困惑的一年。疫情爆发两年后，全球央行在短时间内向市场注入了难以想象的流动性，以提振陷入停滞的经济，人们不禁要问，为什么美联储今天仍在向市场增加净流动性，尽管速度较慢。美联储在2021年的口头禅一直是“通胀是暂时的”。但是直到最近，当通货膨胀出现在牛奶、咖啡、租金、木材、天然气、建筑、钢铁等各个领域时...对于任何与消费者相关的事情，即使是美联储也不能板着脸使用这个词。如果时间范围在三个月到两年之间，松散地使用“短暂”这个词仍然有效。债券和利率市场现在似乎已经迫使美联储意识到通胀肯定不是暂时的，他们需要对此采取一些措施。</blockquote></p><p> The last two years has seen an \"everything bubble.\" Whether we like to believe it or not, all asset classes have risen with the same tide that the Fed created via its liquidity injection, some just a bit more based on beta and leverage. Many fund managers can use the word \"alpha\" to justify their returns, but in short, this Fed liquidity has distorted a host of asset prices and taking some of the larger ones way beyond their own fundamental value given what real yields and rates had done. A good example is the ARK Next Generation Internet ETF (ARKW) and racy tech growth stocks, after rallying in excess of 100%+, they have all now fallen over 50%+ the past few months, when the fundamental picture has not changed.</p><p><blockquote>过去两年见证了“一切泡沫”。不管我们信不信，所有资产类别都随着美联储通过流动性注入创造的浪潮而上涨，有些只是更多地基于贝塔和杠杆。许多基金经理可以用“阿尔法”这个词来证明他们的回报是合理的，但简而言之，美联储的流动性扭曲了许多资产价格，并使一些较大的资产价格远远超出了实际收益率和利率的水平。一个很好的例子是ARK下一代互联网ETF（ARKW）和racy tech growth股票，在上涨超过100%+之后，在过去几个月里，它们现在都下跌了50%以上，而基本面并没有改变。</blockquote></p><p> And the simple reason is that liquidity is getting less and less in the market as the Fed is slowing down its asset purchases. Most emerging markets central banks and some developed ones have started raising rates, yet the Fed is still buying up to $90B-$100B of assets each month, two years after the pandemic. This at a time when jobless claims are at lows and the economy has recovered close to pre-pandemic levels from the demand side, if not from the employment side. The Fed's target for QE was to get employment back to pre Covid levels, but that goal post is much further now as participation rate has lagged. A lot of people have permanently retired from the workforce and this is something that the Fed is realizing just now.</p><p><blockquote>原因很简单，随着美联储放缓资产购买速度，市场上的流动性越来越少。大多数新兴市场央行和一些发达国家央行已开始加息，但在疫情爆发两年后，美联储仍在每月购买高达900亿至1000亿美元的资产。此时，初请失业金人数处于低点，经济从需求方面（如果不是从就业方面）已经恢复到接近大流行前的水平。美联储量化宽松的目标是让就业恢复到新冠疫情前的水平，但由于参与率落后，这一目标现在要远得多。许多人已经永久退休，这是美联储刚刚意识到的事情。</blockquote></p><p> The latest FOMC meeting presided by the Fed announced that they would reduce their asset purchases even more aggressively by $30B per month instead of $15B. At this rate, the Fed will end its QE around March 2022. The bigger question now is how soon and how fast will the Fed start to raise rates? The market is pricing in about three rate hikes just in 2022 alone. If supply chain shortages persist, inflation is not expected to come down any time soon. As we enter 2022, we are entering an economy that is robust but at risk of plateauing post the liquidity induced demand surge, and with heightened inflation not seen since the 1980s! The year over year CPI rate is averaging between 6%-7% now, and it is at an alarmingly uncomfortable level. We are entering 2022 in a slight stagflationary environment, one that has not been seen or traded by the majority of traders that now exist in the market.</p><p><blockquote>美联储主持的最近一次FOMC会议宣布，他们将更积极地减少每月300亿美元的资产购买，而不是150亿美元。按照这个速度，美联储将在2022年3月左右结束QE。现在更大的问题是，美联储将在多长时间以及多快开始加息？市场预计仅2022年就会加息约三次。如果供应链短缺持续存在，通胀预计不会很快下降。随着我们进入2022年，我们正在进入一个强劲的经济，但在流动性引发的需求激增后面临停滞的风险，并且通胀将出现自20世纪80年代以来从未见过的加剧！目前，CPI同比平均在6%-7%之间，处于令人震惊的令人不安的水平。我们将在轻微滞胀的环境中进入2022年，而目前市场上的大多数交易者都没有看到或交易过这种环境。</blockquote></p><p> At the moment, there is still net liquidity being added to the market, and that could be one of the main reasons why the S&amp;P 500 will hold up well here, but one wonders whether it can hold these levels in Q1 when fed balance sheet stops increasing altogether. Perhaps it is time for investors to stop focusing on Meme stocks or bankrupt stocks trying \"to make a quick buck\", squeezing out shorts via buying upside calls. Perhaps the market will return to some sort of rational behavior and display some economics 101 characteristics. One thing is for sure, asset allocation will need to shift into assets that are more inflation protected, hard assets like precious metals. Will 2022 finally be the year for gold?</p><p><blockquote>目前，仍有净流动性被添加到市场中，这可能是标普500在这里保持良好的主要原因之一，但人们想知道当美联储资产负债表停止增长时，它是否能在第一季度保持这些水平。也许投资者是时候停止关注试图“赚快钱”的模因股票或破产股票，通过买入上涨的评级来挤出空头了。也许市场会回归某种理性行为，并表现出一些经济学101特征。有一点是肯定的，资产配置将需要转向更具通胀保护的资产，即贵金属等硬资产。2022年最终会成为黄金之年吗？</blockquote></p><p></p>","source":"lsy1619508253632","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 Has Created the Monster Market: What's in Store for 2022?<blockquote>美联储创造了怪物市场：2022年会发生什么？</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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 Has Created the Monster Market: What's in Store for 2022?<blockquote>美联储创造了怪物市场：2022年会发生什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Realmoney</strong><span class=\"h-time small\">2021-12-24 17:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The year 2021 should be labeled as the one that confounded even the most experienced of investors. Two years after the pandemic where the global central banks flushed the market with unimaginable liquidity in a short period of time to boost an economy that came to a grinding halt, one wonders why the U.S. central bank is still adding net liquidity to the market today, albeit at a slower pace. The Fed's mantra all throughout 2021 has been that \"inflation is transitory.\" But up until recently, when inflation is seen in everything from milk, coffee, rents, lumber, gas, construction, steel... to anything consumer related, even the Fed cannot use this word with a straight face. Using the word transitory loosely can still work if the horizon is anywhere from three months to two years. It seems the bond and rates markets have now forced the hand of the Fed to realize that inflation is certainly not transitory and they need to do something about it.</p><p><blockquote>2021年应该被称为让最有经验的投资者感到困惑的一年。疫情爆发两年后，全球央行在短时间内向市场注入了难以想象的流动性，以提振陷入停滞的经济，人们不禁要问，为什么美联储今天仍在向市场增加净流动性，尽管速度较慢。美联储在2021年的口头禅一直是“通胀是暂时的”。但是直到最近，当通货膨胀出现在牛奶、咖啡、租金、木材、天然气、建筑、钢铁等各个领域时...对于任何与消费者相关的事情，即使是美联储也不能板着脸使用这个词。如果时间范围在三个月到两年之间，松散地使用“短暂”这个词仍然有效。债券和利率市场现在似乎已经迫使美联储意识到通胀肯定不是暂时的，他们需要对此采取一些措施。</blockquote></p><p> The last two years has seen an \"everything bubble.\" Whether we like to believe it or not, all asset classes have risen with the same tide that the Fed created via its liquidity injection, some just a bit more based on beta and leverage. Many fund managers can use the word \"alpha\" to justify their returns, but in short, this Fed liquidity has distorted a host of asset prices and taking some of the larger ones way beyond their own fundamental value given what real yields and rates had done. A good example is the ARK Next Generation Internet ETF (ARKW) and racy tech growth stocks, after rallying in excess of 100%+, they have all now fallen over 50%+ the past few months, when the fundamental picture has not changed.</p><p><blockquote>过去两年见证了“一切泡沫”。不管我们信不信，所有资产类别都随着美联储通过流动性注入创造的浪潮而上涨，有些只是更多地基于贝塔和杠杆。许多基金经理可以用“阿尔法”这个词来证明他们的回报是合理的，但简而言之，美联储的流动性扭曲了许多资产价格，并使一些较大的资产价格远远超出了实际收益率和利率的水平。一个很好的例子是ARK下一代互联网ETF（ARKW）和racy tech growth股票，在上涨超过100%+之后，在过去几个月里，它们现在都下跌了50%以上，而基本面并没有改变。</blockquote></p><p> And the simple reason is that liquidity is getting less and less in the market as the Fed is slowing down its asset purchases. Most emerging markets central banks and some developed ones have started raising rates, yet the Fed is still buying up to $90B-$100B of assets each month, two years after the pandemic. This at a time when jobless claims are at lows and the economy has recovered close to pre-pandemic levels from the demand side, if not from the employment side. The Fed's target for QE was to get employment back to pre Covid levels, but that goal post is much further now as participation rate has lagged. A lot of people have permanently retired from the workforce and this is something that the Fed is realizing just now.</p><p><blockquote>原因很简单，随着美联储放缓资产购买速度，市场上的流动性越来越少。大多数新兴市场央行和一些发达国家央行已开始加息，但在疫情爆发两年后，美联储仍在每月购买高达900亿至1000亿美元的资产。此时，初请失业金人数处于低点，经济从需求方面（如果不是从就业方面）已经恢复到接近大流行前的水平。美联储量化宽松的目标是让就业恢复到新冠疫情前的水平，但由于参与率落后，这一目标现在要远得多。许多人已经永久退休，这是美联储刚刚意识到的事情。</blockquote></p><p> The latest FOMC meeting presided by the Fed announced that they would reduce their asset purchases even more aggressively by $30B per month instead of $15B. At this rate, the Fed will end its QE around March 2022. The bigger question now is how soon and how fast will the Fed start to raise rates? The market is pricing in about three rate hikes just in 2022 alone. If supply chain shortages persist, inflation is not expected to come down any time soon. As we enter 2022, we are entering an economy that is robust but at risk of plateauing post the liquidity induced demand surge, and with heightened inflation not seen since the 1980s! The year over year CPI rate is averaging between 6%-7% now, and it is at an alarmingly uncomfortable level. We are entering 2022 in a slight stagflationary environment, one that has not been seen or traded by the majority of traders that now exist in the market.</p><p><blockquote>美联储主持的最近一次FOMC会议宣布，他们将更积极地减少每月300亿美元的资产购买，而不是150亿美元。按照这个速度，美联储将在2022年3月左右结束QE。现在更大的问题是，美联储将在多长时间以及多快开始加息？市场预计仅2022年就会加息约三次。如果供应链短缺持续存在，通胀预计不会很快下降。随着我们进入2022年，我们正在进入一个强劲的经济，但在流动性引发的需求激增后面临停滞的风险，并且通胀将出现自20世纪80年代以来从未见过的加剧！目前，CPI同比平均在6%-7%之间，处于令人震惊的令人不安的水平。我们将在轻微滞胀的环境中进入2022年，而目前市场上的大多数交易者都没有看到或交易过这种环境。</blockquote></p><p> At the moment, there is still net liquidity being added to the market, and that could be one of the main reasons why the S&amp;P 500 will hold up well here, but one wonders whether it can hold these levels in Q1 when fed balance sheet stops increasing altogether. Perhaps it is time for investors to stop focusing on Meme stocks or bankrupt stocks trying \"to make a quick buck\", squeezing out shorts via buying upside calls. Perhaps the market will return to some sort of rational behavior and display some economics 101 characteristics. One thing is for sure, asset allocation will need to shift into assets that are more inflation protected, hard assets like precious metals. Will 2022 finally be the year for gold?</p><p><blockquote>目前，仍有净流动性被添加到市场中，这可能是标普500在这里保持良好的主要原因之一，但人们想知道当美联储资产负债表停止增长时，它是否能在第一季度保持这些水平。也许投资者是时候停止关注试图“赚快钱”的模因股票或破产股票，通过买入上涨的评级来挤出空头了。也许市场会回归某种理性行为，并表现出一些经济学101特征。有一点是肯定的，资产配置将需要转向更具通胀保护的资产，即贵金属等硬资产。2022年最终会成为黄金之年吗？</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://realmoney.thestreet.com/investing/the-fed-has-created-the-monster-market-what-s-in-store-for-2022--15869560\">Realmoney</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://realmoney.thestreet.com/investing/the-fed-has-created-the-monster-market-what-s-in-store-for-2022--15869560","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168664020","content_text":"The year 2021 should be labeled as the one that confounded even the most experienced of investors. Two years after the pandemic where the global central banks flushed the market with unimaginable liquidity in a short period of time to boost an economy that came to a grinding halt, one wonders why the U.S. central bank is still adding net liquidity to the market today, albeit at a slower pace. The Fed's mantra all throughout 2021 has been that \"inflation is transitory.\" But up until recently, when inflation is seen in everything from milk, coffee, rents, lumber, gas, construction, steel... to anything consumer related, even the Fed cannot use this word with a straight face. Using the word transitory loosely can still work if the horizon is anywhere from three months to two years. It seems the bond and rates markets have now forced the hand of the Fed to realize that inflation is certainly not transitory and they need to do something about it.\nThe last two years has seen an \"everything bubble.\" Whether we like to believe it or not, all asset classes have risen with the same tide that the Fed created via its liquidity injection, some just a bit more based on beta and leverage. Many fund managers can use the word \"alpha\" to justify their returns, but in short, this Fed liquidity has distorted a host of asset prices and taking some of the larger ones way beyond their own fundamental value given what real yields and rates had done. A good example is the ARK Next Generation Internet ETF (ARKW) and racy tech growth stocks, after rallying in excess of 100%+, they have all now fallen over 50%+ the past few months, when the fundamental picture has not changed.\nAnd the simple reason is that liquidity is getting less and less in the market as the Fed is slowing down its asset purchases. Most emerging markets central banks and some developed ones have started raising rates, yet the Fed is still buying up to $90B-$100B of assets each month, two years after the pandemic. This at a time when jobless claims are at lows and the economy has recovered close to pre-pandemic levels from the demand side, if not from the employment side. The Fed's target for QE was to get employment back to pre Covid levels, but that goal post is much further now as participation rate has lagged. A lot of people have permanently retired from the workforce and this is something that the Fed is realizing just now.\nThe latest FOMC meeting presided by the Fed announced that they would reduce their asset purchases even more aggressively by $30B per month instead of $15B. At this rate, the Fed will end its QE around March 2022. The bigger question now is how soon and how fast will the Fed start to raise rates? The market is pricing in about three rate hikes just in 2022 alone. If supply chain shortages persist, inflation is not expected to come down any time soon. As we enter 2022, we are entering an economy that is robust but at risk of plateauing post the liquidity induced demand surge, and with heightened inflation not seen since the 1980s! The year over year CPI rate is averaging between 6%-7% now, and it is at an alarmingly uncomfortable level. We are entering 2022 in a slight stagflationary environment, one that has not been seen or traded by the majority of traders that now exist in the market.\nAt the moment, there is still net liquidity being added to the market, and that could be one of the main reasons why the S&P 500 will hold up well here, but one wonders whether it can hold these levels in Q1 when fed balance sheet stops increasing altogether. Perhaps it is time for investors to stop focusing on Meme stocks or bankrupt stocks trying \"to make a quick buck\", squeezing out shorts via buying upside calls. Perhaps the market will return to some sort of rational behavior and display some economics 101 characteristics. One thing is for sure, asset allocation will need to shift into assets that are more inflation protected, hard assets like precious metals. Will 2022 finally be the year for gold?","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691714083,"gmtCreate":1640243283032,"gmtModify":1640243283296,"author":{"id":"3574681823185660","authorId":"3574681823185660","name":"Moleculas","avatar":"https://static.tigerbbs.com/29766162695d3f835f6f4a52554d2137","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574681823185660","authorIdStr":"3574681823185660"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691714083","repostId":"2193113147","repostType":4,"isVote":1,"tweetType":1,"viewCount":2491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691924765,"gmtCreate":1640129357850,"gmtModify":1640129358102,"author":{"id":"3574681823185660","authorId":"3574681823185660","name":"Moleculas","avatar":"https://static.tigerbbs.com/29766162695d3f835f6f4a52554d2137","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574681823185660","authorIdStr":"3574681823185660"},"themes":[],"htmlText":"Lovely","listText":"Lovely","text":"Lovely","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691924765","repostId":"2193663561","repostType":4,"isVote":1,"tweetType":1,"viewCount":2125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}