Oaktree's Howard Marks tab tom nrhiav kev sib tham: 'Kuv tab tom pib coj tus cwj pwm nruj'

Uas coj peb mus rau peb hu nruab hnub los ntawm ib lub suab nrov ntawm Wall Street, Oaktree Capital tus tsim Howard Marks, uas hais tias tam sim no yog lub sijhawm rau "kev sib tw" yos hav zoov ua raws kev ua lag luam muag.

Cov cim yog qhov paub zoo tshaj plaws rau nws cov ntawv peev ntev, thiab cov lus ceeb toom. Thaum lub Tsib Hlis, nws tau ceeb toom bull-kev ua lag luam ntau dhau, uas zoo li muaj txiaj ntsig zoo li nws cov lus ceeb toom zoo sib xws xyoo dhau los.

"Hnub no kuv tab tom pib coj tus cwj pwm hnyav," nws hais rau Financial Times hauv kev xam phaj. "Txhua yam peb cuam tshuam yog pheej yig dua li nws yog rau lossis 12 lub hlis dhau los."

Nyeem: Citigroup txiav S&P 500 lub hom phiaj rau xyoo no los ntawm 500 ntsiab lus rau 4,200

Tus thawj coj tau hais tias tam sim no zoo li "lub sijhawm tsim nyog los pib yuav," ceeb toom tus nqi qis rau cov khoom muaj nqis xws li cov nyiaj tau los siab, qiv nyiaj rov qab thiab qiv nyiaj qiv nyiaj. Oaktree tshwj xeeb hauv lwm cov tswv yim peev.

“Txhua yam yuav qis dua. Hauv qhov no, kuv vam tias peb yuav muaj lub siab xav yuav ntau dua. Nws tsis muaj qhov xav hais tias: "Kuv tsis mus yuav txog thaum peb mus txog hauv qab." Peb yeej tsis paub thaum twg peb nyob hauv qab, thiab yeej kuv tsis tau hais tias peb nyob niaj hnub no, "Marks hais.

Lub xyoo dhau los pom nws thawb rau kev tiv thaiv kev nqis peev ntau dua, vim nws xav tias cov paj laum yuav nce mus, thawb cov khoom vaj khoom tsev qis dua.

Nws muaj lus ceeb toom tshwj xeeb rau cov tub ua lag luam, lulled rau hauv kev txaus siab los ntawm kev ua lag luam bull ntev, thiab ua rau muaj kev pheej hmoo yam tsis xav txog qhov downside. "Thiab lawv thawb mus rau thaj chaw tshiab uas lawv tsis tau nyob ua ntej," xws li cov cuab tam ntiag tug, qhov uas nws ceeb toom tias thaum kev rho tawm tau tsoo "kev ua lag luam khoom tsis zoo nrog cov nqi poob qis, cov nyiaj ntawd yaj."

Kev yos hav zoov tsis suav nrog bitcoin thiab lwm yam cryptocurrencies, raws li nws hais tias "cov khoom muaj nqis uas tsis muaj nyiaj ntsuab tsis muaj qhov tseem ceeb." Txawm hais tias cov tub ntxhais hluas nyiam los yog cov neeg laus cov neeg tsis ntseeg siab yog qhov yuav tsum tau txiav txim siab hauv li 10 xyoo, nws hais.

Lub buzz

Cov tuam txhab lag luam thiab lwm cov khoom lag luam suav nrog Tuam Tshoj tau nce siab, nrog pab pawg neeg mus ncig Trip.com
TCOM,
+ 11.93%
nce 22%, tom qab lub tsoom hwv txiav txoj cai cais tawm COVID rau cov neeg tuaj txawv teb chaws los ntawm 21 mus rau 10 hnub.

Nike
TSWV,
-6.75%
shares swb tom qab tus kws tsim khoom ncaws pob tshaj tawm forecast-bating khwv tau tab sis muab kev ceev faj saib.

Lub G-7 tau xaus nws lub rooj sib tham, cog lus txhawb rau Ukraine tsuav yog xav tau thiab hais tias lawv yuav tshawb xyuas cov kauj ruam mus rau Cap Moscow's tsov rog-txhawb nyiaj tau los los ntawm kev muag roj.

CVS
CVS, TSO
-1.54%,
  Walmart 
WMT,
-1.13%
thiab Rite Aid 
RAD,
-5.03%
tau txwv kev yuav khoom thaum sawv ntxov-tom qab tshuaj nrog kev thov siab tom qab lub Tsev Hais Plaub Supreme txiav txim stripping lub Constitutional txoj cai rau rho menyuam. Instagram thiab Facebook
META,
-3.91%
tau txais cov posts muab cov tshuaj ntawd.

Ntawm cov ntaub ntawv pem hauv ntej, kev lag luam hauv cov ntaub ntawv cov khoom lag luam yuav dhau los ua ntej qhib, ua raws li S&P Case-Shiller tus nqi tsev thiab kev ntseeg siab ntawm cov neeg siv khoom. Peb kuj tseem yuav hnov ​​​​los ntawm Richmond Fed Thawj Tswj Hwm Tom Barkin thaum ntxov thiab San Francisco Fed Thawj Tswj Hwm Mary Daly.

Lub Securities thiab Exchange Commission muaj raug nplua Ernst & Young cov ntaub ntawv $ 100 lab rau cov neeg ua hauj lwm dag ntawm CPA kev coj ncaj ncees kev xeem.

Cov kev lag luam

Npaj rau yav tom ntej
ES 00,
-1.81%

YM00,
-1.33%

NQ 00,
-2.65%
yog nce, nrog cov nqi roj
CL.1,
+ 1.73%

BRN00,
+ 2.30%
kuj nce. Nyiaj txiag yields
TUBMUSD 10Y,
3.207%

TUBMUSD 02Y,
3.142%
yog nce thiab kub
GC00,
-0.22%
tau txais kev twv ntau dua. Tshaj hauv qhov chaw crypto, bitcoin
BTCUSD,
-2.99%
yog qis dua, tuav qis dua $ 21,000.

Daim phiaj qhia

Ntawm no yog ib qho ntawm cov laj thawj cov tub ua lag luam tau pom zoo me ntsis tsis ntev los no - kev txo qis hauv cov khoom muag (rau tam sim no tsawg kawg). Daim ntawv qhia los ntawm Peak Trading Research:

Top tickers

Cov no yog cov kev tshawb fawb saum toj kawg nkaus-kev lag luam tickers ntawm MarketWatch thaum 6 teev sawv ntxov Eastern Time:

Random nyeem

"Ib tug ckle uas tsoo chav." NYT tus neeg sau xov xwm funny, kov obituary rau nws niam mus viral.

Kev cawm thaum muaj xwm txheej ceev hauv hiav txwv Spanish yuav raug nqi koj.

Puas yog kev hlub dig muag? Txheeb xyuas cov lus teb rau qhov tweet no:

Xav paub kom paub pib thaum ntxov thiab raug kho kom txog thaum qhib lub tswb nrov, tab sis sau npe tuaj ntawm no kom nws tau xa nws ib zaug rau koj lub npov email. Lub emailed yuav xa tawm thaum txog 7: 30 teev sawv ntxov.

Xav paub ntau ntxiv rau hnub tom ntej? Sau npe rau Lub Barron Hnub, tag kis sawv ntxov piav qhia rau cov tub ua lag luam, suav nrog kev tawm tswv yim tshwj xeeb los ntawm Barron thiab MarketWatch sau ntawv.