Sunday, August 9, 2020

Trump's Executive Order For Stimulus, AAPL Bubble Gets Bigger, KODK Deal In Trouble特朗普经济刺激行政命令,AAPL泡沫越来越大,KODK协议有麻烦

。“The biggest stock in the US and nearly the world, Apple, keeps powering higher. At the end of June, the value of Apple alone was nearly 80% of the Russell 2000 index's market capitalization. As of today, it's nearly 90%. This is astounding – in the past 40 years, no single stock has come close to dwarfing the value of so many other companies." ---Sentiment Trader


。Thomas Lee, founder of Fundstrat Global Advisors, predicts the argument that the stock market's underloved sectors are on the verge of a breakout that could come as his research team sees COVID-19 cases peaking, setting the stage for what he describes as a almost textbook rebound for parts of the stock market that had been pummeled so utterly near the start of 2020. ---Market Watch

。"President Donald Trump signed executive orders on Saturday providing additional financial support to Americans hard hit by the coronavirus pandemic, after his negotiators failed to reach a deal with Congress. Trump said the orders would provide an extra $400 per week to the tens of millions thrown out of work during a health crisis that has killed more than 160,000 Americans, less than the $600 per week level passed earlier in the year. Trump also said he was suspending collection of payroll taxes, which pay for Social Security and other federal programs, an idea that he has repeatedly raised but has been rejected by both Democrats and his fellow Republicans in Congress. (Reuters). The president now faces a barrage of lawsuits from furious Democrats and liberal advocacy groups challenging the executive actions he issued on Saturday.

。Dr. Anthony Fauci, the top US infectious diseases expert , told a Brown University panel on Friday that probabilities of a highly effective COVID-19 vaccine "are not great ." "We don't know yet what the efficacy might be. We don't know if it will be 50% or 60%. I'd like it to be 75% or more," Fauci said (quoted by Reuters) . "But the chances of it being 98% effective is not great, which means you must never abandon the public health approach."---ZeroHedge

。TikTok owner ByteDance is planning to sue the Trump Administration over its executive order barring TikTok & Tencent's WeChat from the US market by mid-September. The lawsuit, which will be filed in an American court (the Southern District of California, to be exact) , alleges that Trump's executive order is unconstitutional because it didn't allow TikTok enough time to respond, while also alleging that Trump's claims that TikTok is a "national security threat" are "baseless". ---Zerohedge

。Eastman Kodak Co’s $765 million loan agreement with the U.S. government to produce pharmaceutical ingredients has been put on hold due to “recent allegations of wrongdoing,” the U.S. International Development Finance Corp (DFC) said. ---Reuters




。苹果是美国乃至全球最大的股票,其股价一直在上涨。到6月底,仅苹果公司的市值就接近罗素2000指数市值的80%。截至到今天(周五),这一比例已接近90%。这真是令人震惊-在过去的40年中,没有哪只股票能使其他许多公司的市值相形见拙“。” --- Sentiment Trader


。Fundstrat全球顾问公司的创始人托马斯·李(Thomas Lee)预测说,股市低迷的行业正处于一个突破上升的边缘。他的研究团队看到COVID-19案例达到顶峰,情况几乎是教科书形式的与2020年初左右遭受重创的部分股市出现反弹一样。--- Market Watch


。“唐纳德·特朗普总统在周六签署了行政命令,为受到冠状病毒大流行打击的美国人提供额外的财政支持,此前他的谈判代表未能与国会达成协议。特朗普说,这些命令将为数千万失业人士每周提供额外的400美元。这次的津贴低于今年早些时候通过的每周600美元的水平;特朗普还表示,他会暂停征收用以以支付社会保障和其他联邦计划的费用工资税,(路透社)总统现在面临愤怒的民主党人和自由派拥护团体提起的诉讼,挑战他在周六发布的行政行动。


。美国顶级传染病专家Anthony Fauci博士周五在布朗大学的一个小组中说,高效COVID-19疫苗的可能性“不大” ”。 Fauci说:“我们还不知道它的功效是什么。我们不知道它是50%还是60%。我希望它达到75%或更高。” “但是,它达到98%有效的机会并不大,这意味着您绝不能放弃公共卫生保护方法。” --- ZeroHedge


。TikTok的母公司ByteDance计划就特朗普禁止TikTok和腾讯的微信在9月中旬在美国禁用的行政命令起诉特朗普政府。该诉讼将在美国法院(准确的说是加利福尼亚南区)提出,指控特朗普的行政命令违宪,因为它没有让TikTok有足够的时间做出回应,同时还指控特朗普声称TikTok是“国家安全威胁”是“毫无根据的”。 --- Zerohedge


。美国国际开发金融公司(DFC)称,伊士曼柯达公司(Eastman Kodak Co)与美国政府提供的7.65亿美元贷款旨在生产药品成分的协议已被搁置,原因是“最近有不法行为的指控”。 ---路透社




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