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今日节点分享
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Spiking bond yields driving sharp losses in tech stocks

A spike in interest rates since the start of the year has accelerated a rotation out of high-growth technology stocks and into value stocks poised to benefit from a reopening of the economy. The Nasdaq has fallen more than 10% over the past month as the Dow has soared to record highs, with a spike in the 10-year US Treasury yield acting as the main catalyst. It recently surged to a cycle high of more than 1.60% after starting the year below 1%. But according to Jim Paulsen, the Leuthold Group's chief investment strategist, rising interest rates do not represent a long-term threat to the stock market. Paulsen expects the 10-year yield to cross 2% by the end of the year. A spike in interest rates and its impact on the stock market depends on the economic backdrop, according to Paulsen. Rising interest rates amid a strengthening economy "may prove no challenge at all for stocks," Paulsen said.

That strategy is the acquisition of a value-priced company by a growth company. Using the growth company's higher-priced stock for the acquisition can produce outsized revenue and earnings growth. Even better is the use of cash, particularly in a growth period when financial aggressiveness is accepted and even positively viewed.he key public rationale behind this strategy is synergy - the 1+1=3 view. In many cases, synergy does occur and is valuable. However, in other cases, particularly as the strategy gains popularity, it doesn't. Joining two different organizations, workforces and cultures is a challenge. Simply putting two separate organizations together necessarily creates disruptions and conflicts that can undermine both operations.

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今日节点分享vmess://eyJhZGQiOiAiY2ZjZG4xLnNhbmZlbmNkbjkuY29tIiwgInYiOiAiMiIsICJwcyI6ICJcdTUxNzNcdTZjZThcdTc1MzVcdTYyYTVodHRwczovL3QubWUvYWlmZW54aWFuZzIwMjAiLCAicG9ydCI6IDIwOTUsICJpZCI6ICI0NzQ0MTNmOS0zYzE1LTQ5M2YtODhiMi01MGUwYzQ3MDJkZGUiLCAiYWlkIjogIjAiLCAibmV0IjogIndzIiwgInR5cGUiOiAiIiwgImhvc3QiOiAidXM4MnBSenhETWIuZnpicWZyc2UueHl6IiwgInBhdGgiOiAiL3ZpZGVvL3FZWnVlNHphV1MiLCAidGxzIjogIiJ9vmess://eyJ2IjogIjIiLCAicHMiOiAiVlBOXHU2MmRiXHU0ZWUzXHU3NDA2XHU3NTM1XHU2MmE1XHU4MDU0XHU3Y2ZiQGxpdGF0YTIwMjIiLCAiYWRkIjogImFkbWluLmFyem9uaG9zdC5pciIsICJwb3J0IjogIjIwODYiLCAidHlwZSI6ICJub25lIiwgImlkIjogIjdkOTNlOTkyLTQ4Y2YtNDJkNC04NGY4LTc1NzY4ZTgxNWE0YyIsICJhaWQiOiAiMCIsICJuZXQiOiAid3MiLCAicGF0aCI6ICIvIiwgImhvc3QiOiAiYWRtaW4uYXJ6b25ob3N0LmlyIiwgInRscyI6ICIifQ==vmess://eyJhZGQiOiAibWl6YmFuLmFyem9uaG9zdC5pciIsICJ2IjogIjIiLCAicHMiOiAiXHU1MTczXHU2Y2U4XHU3NTM1XHU2MmE1aHR0cHM6Ly90Lm1lL2FpZmVueGlhbmcyMDIwIiwgInBvcnQiOiAyMDg2LCAiaWQiOiAiZTY5MGZmOWUtMTY3Ni00YmUzLWQxMzYtZGNhZTU4NmNiMWU3IiwgImFpZCI6ICIwIiwgIm5ldCI6ICJ3cyIsICJ0eXBlIjogIiIsICJob3N0IjogIiIsICJwYXRoIjogIi8iLCAidGxzIjogIiJ9vmess://eyJhZGQiOiAidHUubWFoaWx1LnNpdGUiLCAiYWlkIjogIjAiLCAiYWxwbiI6ICIiLCAiZnAiOiAiIiwgImhvc3QiOiAiIiwgImlkIjogIjdhNzM3ZjQxLWI3OTItNDI2MC05NGZmLTNkODY0ZGE2N2I4MCIsICJuZXQiOiAid3MiLCAicGF0aCI6ICIiLCAicG9ydCI6ICIyMDk1IiwgInBzIjogIlx1NTE3M1x1NmNlOFx1NzUzNVx1NjJhNWh0dHBzOi8vdC5tZS9haWZlbnhpYW5nMjAyMCIsICJzY3kiOiAiYXV0byIsICJzbmkiOiAiIiwgInRscyI6ICIiLCAidHlwZSI6ICIiLCAidiI6ICIyIn0=vmess://eyJ2IjogIjIiLCAicHMiOiAiVlBOXHU2MmRiXHU0ZWUzXHU3NDA2XHU3NTM1XHU2MmE1XHU4MDU0XHU3Y2ZiQGxpdGF0YTIwMjIiLCAiYWRkIjogIjk0LjE0MC4wLjExMCIsICJwb3J0IjogIjg4ODAiLCAiaWQiOiAiMGQxYmYyNmEtY2U5Ny00NzA3LWEyNzAtN2Y0ZDJhZTM3MzM0IiwgImFpZCI6ICIwIiwgInNjeSI6ICJhdXRvIiwgIm5ldCI6ICJ3cyIsICJ0eXBlIjogIm5vbmUiLCAiaG9zdCI6ICJmb29kLnpoYWFsLmlyIiwgInBhdGgiOiAiLyIsICJ0bHMiOiAiIiwgInNuaSI6ICIiLCAiYWxwbiI6ICIifQ==vmess://eyJ2IjogIjIiLCAicHMiOiAiXHU1MTczXHU2Y2U4XHU3NTM1XHU2MmE1aHR0cHM6Ly90Lm1lL2FpZmVueGlhbmcyMDIwIiwgImFkZCI6ICJvbmVhLmZsaGEucnUiLCAicG9ydCI6IDIwOTUsICJhaWQiOiAwLCAic2N5IjogImF1dG8iLCAibmV0IjogIndzIiwgInR5cGUiOiAibm9uZSIsICJ0bHMiOiAiIiwgImlkIjogIjdhNzM3ZjQxLWI3OTItNDI2MC05NGZmLTNkODY0ZGE2N2I4MCIsICJob3N0IjogIm9uZWEuZmxoYS5ydSIsICJwYXRoIjogIi8ifQ==vmess://eyJ2IjogIjIiLCAicHMiOiAiXHU1MTczXHU2Y2U4XHU3NTM1XHU2MmE1aHR0cHM6Ly90Lm1lL2FpZmVueGlhbmcyMDIwIiwgImFkZCI6ICJhZG1pbi5hcnpvbmhvc3QuaXIiLCAicG9ydCI6ICIyMDg2IiwgInR5cGUiOiAibm9uZSIsICJpZCI6ICI3ZDkzZTk5Mi00OGNmLTQyZDQtODRmOC03NTc2OGU4MTVhNGMiLCAiYWlkIjogIjAiLCAibmV0IjogIndzIiwgInBhdGgiOiAiLyIsICJob3N0IjogImFkbWluLmFyem9uaG9zdC5pciIsICJ0bHMiOiAiIn0=

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