'Overbought thiab overpriced': Cov neeg ua lag luam no pom cov npuas popping rau ib pawg neeg nyiam ntawm cov khoom lag luam

Uas coj peb mus rau peb hu nruab hnub los ntawm TheoTrade cov Tus kws tshaj lij kev lag luam, xibfwb Jeff Bierman, uas pom muaj npuas ua ntej rau cov neeg siv khoom, uas nws hu ua "'kev nyab xeeb haven' kev sib hloov uas yog overbought thiab overpriced."

Bierman tsis tuav rov qab nrog nws cov lus ceeb toom. "Peb tab tom mus rau hauv kev lag luam poob qis thiab cov neeg siv khoom lag luam tau raug nqi zoo li cov khoom lag luam loj hlob thaum lawv muaj nqis nqis peev. Marubozo taw qhia tias peb tab tom kho qhov tob tob hauv cov neeg siv khoom lag luam ntau dua li peb tau ntsib hauv ob peb hnub dhau los, "nws hais rau cov neeg siv khoom (ntxiv rau Marubozo hauv qab no).

Cov pab pawg ntawm cov khoom lag luam nws tab tom tham txog suav nrog Walmart
WMT,
+ 1.07%,
Chaw Tsim Tshuaj & Twv Txiaj
PG,
+ 0.31%,
Nestle
NWS,
-0.42%,
Coco-Cola
Koj,
+ 0.37%,
Campbell Soup
CPB,
-1.00%
thiab PepsiCo
PEB,
-0.04%.
Zeroing nyob rau hauv ob peb, nws taw qhia seb Campbell Soup pauv li cas ntawm tus nqi / nyiaj khwv tau los ntawm 20 lub sijhawm, tab sis qhov rov qab los ntawm cov cuab tam, tus neeg sawv cev rau qhov kev loj hlob, tsuas yog 7.5 npaug.

"Cov Tshuag no tuaj yeem raug txiav ib nrab thiab nws tseem kim dhau," Bierman tau hais, ntxiv tias nws yog tib yam rau Coca-Cola, uas yog kev lag luam ntawm kev lag luam ntawm 24 lub sij hawm cov nyiaj tau los nrog cov nyiaj rov qab ntawm cov cuab tam tsuas yog 10.

"Txhua qhov kev lag luam ntawm S&P yuav tsum tuaj rau ib tus lej ntau ua ntej nws taw qhia kev lag luam hauv qab. Semiconductors, roj, thiab khw muag khoom (hauv qee qhov chaw) muaj. Cov neeg siv khoom staples - tsis txawm nyob ze, "Bierman hais rau cov neeg siv khoom.

Bierman tab tom saib ntawm ib qho teeb meem loj rau cov cim qhia ntawm qhov npuas no tawg, uas yog "Marubozo loj tshaj plaws hauv Cov Neeg Siv Khoom Xaiv Xaiv Sector SPDR ETF
XLP,
+ 0.67%
peb tau pom txij li thaum lub Cuaj Hli. "

Marubozo yog dab tsi? Bierman piav qhia tias los ntawm cov kab kos duab kos duab, uas yog siv los ntawm cov kws ua lag luam thiab saib xyuas qhov qhib thiab kaw ntawm cov khoom lag luam hauv ib hnub. Ib tug Marubozo - los ntawm cov lus Nyij Pooj, kaw qoob loo - yog lub teeb taws ntev ntev uas tsis muaj duab ntxoov ntxoo - suav tias yog lub teeb liab muaj zog ntawm kev txiav txim siab los ntawm cov neeg muag khoom lossis cov neeg yuav khoom nyob ntawm seb nws taw qhia lossis nqes.

Nov yog daim duab qhia tias tswm ciab taub hau:

"Lub sijhawm zoo tshaj plaws los luv luv ntawm Wall Street, raws li kev pheej hmoo / khoom plig, yog cov neeg siv khoom. Qhov no yog qhov pib ntawm kev tawg ntawm cov neeg siv khoom noj khoom haus, rau lub sijhawm ntev, "nws hais ntxiv.

Nco ntsoov tias Bierman tau ntsia peb qhov kev txav loj rau S&P 500 hauv 2022.

Thaum lub Kaum Ob Hlis 2021, nws kwv yees qhov ua tau 20% poob rau 3,900 rau S&P 500 nyob rau hauv rau lub hlis, thiab nws ntaus 3,930 thaum ntxov lub Tsib Hlis. Lub rau hli ntuj kawg, nws kwv yees rally thiab rov qab mus rau 4,300 - nws ntaus 4,315 thaum nruab nrab Lub Yim Hli. Hais lus rau MarketWatch thaum Lub Yim Hli 25, Bierman tau kwv yees qhov kev ntsuas rov qab ntawm ib ncig ntawm 3,600 rau qhov ntsuas, uas kaw lub Cuaj hli tas los ntawm qhov tshiab 2022 qis ntawm 3,585.

Cov kev lag luam

stocks
DJIA,
+ 0.82%

SPX,
+ 1.67%
qhib me ntsis siab dua, coj los ntawm Nasdaq Composite
COMP,
+ 9.19%,
ua tsaug rau qhov nce rau heavyweights Cov tsiaj ntawv thiab Netflix. 10-
TUBMUSD 10Y,
3.486%
thiab 2-xyoo Treasury yields
TUBMUSD 02Y,
4.198%
nce tom qab tapping kwv yees li 4 lub hlis qis rau hnub Thursday. Tus duas
DXY,
-0.06%
yog nce, nrog rau cov nqi roj
CL.1,
+ 1.33%

BRN00,
+ 0.16%,
nrog ob qho tib si teem rau lub lim tiam yeej.

Bitcoin
BTCUSD,
+ 5.58%
yog nce me ntsis thiab hovering tsuas yog qis dua $21,000. Nyob rau hauv qhov tseeb crypto domino poob, qiv Chivkeeb tau ua ntaub ntawv bankruptcy, hais tias nws muaj ntau npaum li $ 10 nphom hauv kev lav phib xaub.

Lub buzz

Google niam txiv niam ntawv Inc.
GOOGL,
+ 5.15%
tshaj tawm nws yuav lay tawm 12,000 tus neeg ua haujlwm thoob ntiaj teb, lossis 6% ntawm nws cov neeg ua haujlwm, koom nrog lub clutch ntawm lwm lub npe loj tech txiav taub hau suav. Shares tau nce.

Netflix
NFLX,
+ 7.80%
Tshuag tau nce tom qab streaming-video loj tshaj qhia kwv yees-tau ntaus cov neeg siv khoom ntxiv ntawm 7.7 lab, thiab tus tsim Reed Hastings tau hais tias nws yuav tsiv mus rau tus thawj tswj hwm thiab tus thawj coj tshiab tau raug hu ua.

Tswvyim: Netflix co-founder Reed Hastings qhia Silicon Valley txoj kev coj zoo

Ericsson
ERIC IB,
-4.70%

ERICA,
-3.24%

ERIC,
-4.13%
Cov khoom lag luam poob qis tom qab Swedish cov cuab yeej siv xov tooj cua ceeb toom ntawm qhov tsis paub meej nyob ze qhov kev pom zoo thiab tshaj tawm cov txiaj ntsig poob siab thaum txiav txim tsis muaj zog. Shares ntawm rival Nokia
TSIS,
-2.46%

NOKIA,
-3.68%
kuj nqis.

Lub lim tiam tom ntej peb yuav hnov ​​​​los ntawm cov kab xiav xiav loj heev, suav nrog Microsoft
MSFT,
+ 3.48%,
3M
MMM,
+ 1.23%,
Tesla
TSLA,
+ 4.52%,
Boeing
BA,
-0.36%,
McDonald lub
MCD, Cov
+ 1.60%,
Intel
INTC,
+ 2.38%
thiab ntau dua.

Genius Group
GNS,
+ 53.06%
tab tom nce ntxiv 150%, ib hnub tom qab 200% nce siab rau hnub Thursday tom qab lub tuam txhab kev kawm hauv Singapore tau hais. nws tau tsa ib tug qub FBI tub ceev xwm los soj ntsuam iab liam trading hauv nws cov Tshuag.

Pw Hauv Paus & Tshaj Tshaj
MevB,
-10.42%
tau txais tsab ntawv ceeb toom tshem tawm los ntawm Nasdaq, uas tau hais tias nws tseem tsis tau ua nws Daim Ntawv Qhia 10-Q peb lub hlis twg nrog rau Securities thiab Exchange Commission. Cov khoom lag luam poob qis.

Costco lag luam wholesale
PHEM,
+ 2.11%
Rooj Tswjhwm Saib cov tau txais kev tso cai rov qab rau qhov kev pab cuam yuav khoom txog li $4 billion. Cov Tshuag tau nce.

T-txawb US
TUS,
-0.11%
hais tias kev tawm tsam cyberattack nthuav tawm cov ntaub ntawv ntiag tug ntawm qee tus neeg siv 37 lab, tab sis tsis yog "qhov kev nkag siab zoo tshaj plaws."

Philadelphia Fed Thawj Tswj Hwm Patrick Harker yuav tsum hais lus thaum 9 teev sawv ntxov, ua raws li kev muag khoom hauv tsev thiab tom qab ntawd Fed Gov. Christopher Waller yuav hais lus tom qab.

Nyeem: Cov nqi tsev poob qis los ntawm 10% hauv San Francisco, Redfin hais tias - thiab cov nqi kuj poob rau hauv cov nroog no

Qhov zoo tshaj plaws ntawm lub vev xaib

Yuav Ua Li Cas Ntxhais Scouts npaj kom cov poj niam dov hauv mov paj thoob plaws hauv lawv lub neej - tshaj li muag cov ncuav qab zib

Cov kws tshaj lij New Zealand hais tias "kev ua phem tsis tu ncua," kev tsim txom thiab kev tawm tsam ntawm tus kheej ua rau muaj kev kub ntxhov thiab kev tawm haujlwm ntawm Prime Minister Jacinda Ardern.

Horrifying scenes los ntawm ib cheeb tsam Philadelphia qhia cov neeg quav yeeb quav tshuaj raws li cov tshuaj tshiab nrov thiab txaus ntshai yuav tuav.

Daim phiaj qhia

Ib qho khoom lag luam nrov meme - Bed Bath & Beyond
MevB,
-10.42%
- tau txais tsis tshua nyiam nrog cov neeg lag luam muag khoom, raws li daim ntawv qhia no los ntawm Vanda Research.

Marco Iachini, tus lwm thawj coj loj, Giacomo Pierantoni, tus thawj coj ntawm cov ntaub ntawv thiab Lucas Mantle tau hais tias "Vim tias qhov kev xav tsis zoo ntawm cov tub lag luam tsis tu ncua thiab qhov tsis muaj zog macro backdrop, nws tsis yog qhov tsis yooj yim uas pom muaj kev cuam tshuam luv luv uas tau tsav thiab tom qab ntawd raug ntes los ntawm cov neeg lag luam muag khoom," science kws tshuaj ntsuam ntawm Vanda Research, nyob rau hauv ib daim ntawv.

"Feem ntau, peb tseem saib txhua qhov kev txhawb nqa meme uas tsis zoo li tshwj tsis yog tias kev lag luam nkag mus rau kev tswj hwm tus phooj ywg ntau dua (goldilocks, lossis tom qab rov qab los). Raws li qhov tshwm sim, peb cia siab tias BBBY yuav muag tawm ob peb hnub tom ntej no vim tias cov khw muag khoom lag luam maj nrawm kom kaw cov txiaj ntsig ua ntej lig, "lawv hais.

Cov tickers

Cov no yog cov tshawb nrhiav saum toj kawg nkaus ntawm MarketWatch thaum 6 teev sawv ntxov Eastern:

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