🌻各投行的top picks for 2021 (會持續更新)
收集了一些投行挑選的2021標的個股. 供參. 建議可看一下投行的挑股原因.
https://makingsenseofusastocks.blogspot.com/2021/01/top-picks-for-2021.html
🌻Why Do Fund Flows (資金流向) Matter?
Broadly, fund flows are a window into investor behavior and are often considered an indicator of investor sentiment. Inflows may suggest that investors are optimistic about potential future returns while outflows suggest that investors are more wary.
https://www.morningstar.com/articles/1014854/what-are-fund-flows-and-why-do-they-matter
🌻[關於類股輪動] 2020 Market Performance by Morningstar
https://makingsenseofusastocks.blogspot.com/2021/01/2020-market-performance-by-morningstar.html
🌻最近在看的書: Covid-19: The Great Reset
這是世界經濟論壇執行董事長克勞斯·史瓦布 (Klaus Schwab)與經濟學家Thierry Malleret一起寫的書, 從經濟, 社會, 地緣政治, 環境, 科技的角度, 來看Covid-19對人類世界造成了甚麼影響以及產生了甚麼樣的各種大小趨勢.
看這本書的時候心情一點都不輕鬆. 不過很高興能夠透過這本書, 對自己以及未來有個省思. 希望未來透過了疫情這個大reset(重啟), 能夠越來越好.
這本書應該沒有中文版本. 有興趣的讀者可能需要直接從Amazon訂購:
https://www.amazon.com/COVID-19-Great-Reset-Klaus-Schwab/dp/2940631123/ref=sr_1_1?dchild=1&keywords=the+great+reset&qid=1610584255&sr=8-1
🌻最近入手的新書: The Promised Land (by Barack Obama)
一直很欣賞Mr. Obama的領袖魅力, 所以這本書是一定得入手的.
這本書也有中文版本了:
應許之地:歐巴馬回憶錄https://www.books.com.tw/products/0010874691?sloc=main
Pictures:
From Amazon.
第三圖的意思是, 世界上發生的各種事情, 其實都是有關連性&相互影響的. 來源: 世界經濟論壇Global Risk Report: http://www3.weforum.org/docs/WEF_Global_Risk_Report_2020.pdf
同時也有10000部Youtube影片,追蹤數超過2,910的網紅コバにゃんチャンネル,也在其Youtube影片中提到,...
經濟學mr意思 在 浩爾譯世界 Facebook 的最讚貼文
看到封面嚇到,經濟學人直接表明支持拜登
看著搖曳破敗的國旗,我想今年如果給美國一個關鍵字,大概是分裂 divided
一開始看這標我還在猜是編輯的心機
Why it has to be Joe Biden
因為這個不完整句有兩大方向的解讀法:
1. 為什麼應該支持拜登
2. 為什麼一定要是拜登出來選(才能跟川普抗衡)
讀完我確認是第一個意思,貨真價實的拉票文
我們來讀一段就知道我怎麼判斷
Joe Biden is not a miracle cure for what ails(致病) America. But he is a good man who would restore steadiness and civility(穩定與禮貌) to the White House. He is equipped to begin the long, difficult task of putting a fractured(崩裂的) country back together again. That is why, if we had a vote, it would go to Joe.
最後一句非常明確,假設語氣第二型,意思是經濟學人手上沒有票,但如果有票,會投拜登
-
這一段說美國面臨命運的抉擇,一邊是川普的乖張,一邊是「本報認為能夠向世界彰顯美國價值」的拜登:
In this election America faces a fateful choice. At stake is the nature of its democracy. One path leads to a fractious, personalised(經濟學人都用英式拼法) rule, dominated by a head of state who scorns decency and truth. The other leads to something better—something truer to what this newspaper sees as the values that originally made America an inspiration around the world.
「this newspaper sees 」很明白是刊物的立場
-
結論還是不免俗來個經濟學人很愛在提出預測之後補上的免責聲明:
In his first term, Mr Trump has been a destructive president. He would start his second affirmed in all his worst instincts. Mr Biden is his antithesis. Were he to be elected, success would not be guaranteed—how could it be? But he would enter the White House with the promise of the most precious gift that democracies can bestow: renewal.
經濟學人寫道:拜登是川普的對立面,不過誰能保證拜登一定會讓美國成功呢?但他會帶著民主最珍貴的禮物所承載的諾言進入白宮:更新
讀完這段免責結論我冒出滿多問號的 #你怎麼想?
我正在準備一個開票外電直播節目 敬請期待支持啦
到底會是開票日還是變成開票週甚至開票月
接下來的美國和太平洋此岸的我們會怎麼走呢
一起繼續看下去
經濟學mr意思 在 南南自語 Facebook 的最佳解答
英國經濟學人最近有篇關於李登輝的文章,很能表現英國人最擅長的挖苦式幽默。文章最後對李登輝的結語是:即使都要進墳墓了,李先生還是有辦法惹惱北京這個惡霸(Even on the way to his grave, Mr Lee has a knack for needling the bullies in Beijing.)
西方人的生死觀和東方人有些地方確實不同,之前參加過幾場西式喪禮,冗長的儀式之後還記得的內容,多是死者親友在台上開死者或死者家屬玩笑的橋段。
這種環境下成長的人,寫作的時候當然就會出現不一樣的風格。但很多時候他們也不純粹是在開玩笑而已,有時會讓人笑的文章,比讓人發怒的文章還有力量。
一篇結語比標題有意思的文章
Even in death, Lee Teng-hui is helping shape Taiwan’s identity
https://www.economist.com/…/even-in-death-lee-teng-hui-is-h…