MACRO Fed Should End Tightening After One More Rate Hike, Yardeni Says "I'm totally stumped, mystified, surprised that Fed officials do not seem to acknowledge that just focusing on the Fed funds rate, which is a part of the monetary tightening cycle, is a mistake," Yardeni, a market veteran who coined terms like "Fed Model" and "bond vigilante", told Bloomberg Television on Monday. "When you also have QT2 and a soaring dollar, there ...
Black Knight股票讨论区
Gap Ups
1. $Black Knight(BKI.US)$ - up 3.6%
2. $韩国电信(KT.US)$ - up 2.9%
3. $Viatris(VTRS.US)$ - up 2.1%
4. $Elanco Animal Health(ELAN.US)$ - up 1.5%
5. $德维特(DVA.US)$ - up 1.2%
6. $诺和诺德(NVO.US)$ - up 0.7%
7. $RBC轴承(RBC.US)$ - up 0.6%
8. $寇蒂斯莱特(CW.US)$ - up 0....
Gap Ups
1. $argenx SE(ARGX.US)$ - up 24.6%
2. $Black Knight(BKI.US)$ - up 11.5%
3. $浦项钢铁(PKX.US)$ - up 6.0%
4. $Aramark(ARMK.US)$ - up 1.6%
5. $如瑞迪博士(RDY.US)$ - up 1.5%
6. $埃尔比特系统(ESLT.US)$ - up 0.9%
7. $Wipro(WIT.US)$ - up 0.8%
8. $Take-Two互动软件(TTWO.US)$ - up 0.7...
During a time Chinese stocks were even more out of favour than they usually are, Burry was buying.
He also bought $Black Knight(BKI.US)$ , $Coherent(COHR.US)$ , $沃尔弗林集团(WWW.US)$ & $美高梅(MGM.US)$ .
Seth Klarman adds +190% to his $GOOG position as well as +150% to $Meta Platforms(META.US)$ .
In less...
$永利度假村(WYNN.US)$ $阿里巴巴(BABA.US)$ $拼多多(PDD.US)$ $Lululemon Athletica(LULU.US)$ $泛联(P52.SG)$ $美国超微公司(AMD.US)$
Gap Ups
1. $迪克体育用品(DKS.US)$ - up 3.2%
2. $Black Knight(BKI.US)$ - up 2.0%
3. $Sea(SE.US)$ - up 1.6%
Gap Downs
1. $Rivian Automotive(RIVN.US)$ - down 6.0%
2. $哔哩哔哩(BILI.US)$ - down 2.6%
3. $Nutanix(NTNX.US)$ - down 2.4%
4. $小鹏汽车(XPEV.US)$ - 2.4%
5. $新东方(EDU.US)$ - down 2....
His new buys include $Black Knight(BKI.US)$ , $Coherent(COHR.US)$ , $阿里巴巴(BABA.US)$ , $京东(JD.US)$ , $沃尔弗林集团(WWW.US)$ , & $西空航空(SKYW.US)$
Sells include $GEO惩教集团(GEO.US)$ , $Qurate Retail-A(QRTEA.US)$ , $Aerojet Rocketdyne(AJRD.US)$ , $美国惩教公司(CXW.US)$ , $特许通讯(CHTR.US)$ , & $Liberty Latin America-C(LILAK.US)$
18% of his portfol...
2022前三季度营收增长7.3%,营业利润增长6.2%,净利润受所得税影响暴增。
目前19.4倍市盈率TTM,46.4倍市盈率吸引力不大。
Fed Should End Tightening After One More Rate Hike, Yardeni Says
"I'm totally stumped, mystified, surprised that Fed officials do not seem to acknowledge that just focusing on the Fed funds rate, which is a part of the monetary tightening cycle, is a mistake," Yardeni, a market veteran who coined terms like "Fed Model" and "bond vigilante", told Bloomberg Television on Monday.
"When you also have QT2 and a soaring dollar, there ...
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