🌻上周六的估值會議影片, 已經將part 1上傳至YouTube. 股友分享的case study之後會再分享:
https://www.youtube.com/watch?v=qvSFMAKkOo8
謝謝參與的股友們!
🌻整理了一下最近的一些市場狀態(from WSJ):
1. S&P 500很安靜; 從去年10月後, 就沒有超過5%的修正.
(上次SPY那麼安靜, 是在2017時(那時候的安靜期也比現在長), 接下來在2018就有一個劇烈的修正).
2. Russell 2000盤整了一段時間
-->有可能是之前漲多了(或是投資人在觀望經濟前景?); 財報好的話, 或許能繼續推升(the outsize earnings growth by small-caps is expected to continue throughout the year, with Russell 2000 profits projected to more than quadruple (四倍) from a year earlier in the third quarter, while S&P 500 earnings rise above 25%).
The Russell 2000 traded at the end of June at 17.7 times its projected earnings over the next 12 months, compared with 21.5 times for the Russell 1000 large-cap index, according to BofA Global Research.
Analysts at RBC Capital Markets said in a recent research report that small-cap stocks have tended to outperform large-caps when economic growth is above its long-term average. That is expected to be the case this year and next, but potentially not in 2023, they wrote.
“Small-caps being more sensitive to economic acceleration, as that slows down, I think the relative attractiveness of small-caps will subside a little bit,” said David Joy, chief market strategist at Ameriprise Financial Inc.
https://www.wsj.com/articles/small-stocks-look-to-extend-winning-streak-11625650200
3. TINA(there is no alternative to stocks)
因為低利率以及紓困案, 資金充裕, 跑到股市, 但因投資人對經濟前景的不確定性(可能也加上散戶投資人資金充沛), 導致類股輪動劇烈(sharp & swift), 也導致成長股與價值股的正相關性變低(近期兩者是同時在漲)(“You’ve got lots of volatility within the market buy not a lot of volatility of the market.”)
4. 而上周的Fed會議紀錄, 也顯示出官員們開始debate何時要做資金退場的動作.
Fed的動作, 以及接下來的財報季, 會給投資人一個方向. 也要注意labor market(“It hasn’t made enough progress” for the Fed to pull back on stimulus programs”).
5. 目前的一些問題: Delta variant, labor shortage, bottleneck(供應鏈), etc.
🌻Q3的財報季要開始了. 本周由銀行股打頭陣. 附上本周發表公司財報一覽表.
🌻有不少年輕世代, 會利用交友軟體, 來找普通朋友, 不是用軟體來找對象.
In a recent survey of more than 300 members of Generation Z aged 16 to 24 in the U.S., 35% said they have used dating apps to make platonic friends over the past 12 months, according to OnePulse, a consumer insight app and web portal, which conducted the poll for The Wall Street Journal. Nearly 27% said they used dating apps to make friends because they were lonely in lockdown. More women than men—39% vs. 29%—said they used dating apps to make platonic friends.
Looking for a Friend Without Benefits? Try Match, Bumble and Tinder.
https://www.wsj.com/articles/looking-for-a-friend-without-benefits-try-match-bumble-and-tinder-11625675336
Picture: Feeling agitated. 被關了一年多, 其實最想去的地方之一, 是美術館, 或是博物館. 在YouTube上看影片的感覺, 就是跟現場親臨不一樣. Anyway. 從今天開始, 我會把之前從museums拍到的一些照片在這邊分享. 也算是做個回憶. 下面這張是Washington D.C.的National Art Gallery所珍藏的Magnolia: https://www.nga.gov/collection/art-object-page.93464.html
同時也有5部Youtube影片,追蹤數超過12萬的網紅一二三渡辺,也在其Youtube影片中提到,RD350LC RZ250 4L3 RZ350 4U0 Pocket rocket ヤマハ・RZ In the successor model of RD, is the name of the 250cc motorcycle-only car for the domestic market ...
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藝術家都是一些不事生產的人。是啊,我們不會製造什麼看得見的產品,不會做口罩、不會發明疫苗什麼的,但我們會什麼?我們會發掘一些,人類心靈,最最珍貴的事物,那就是相信、希望、和愛!我們透過藝術創作和分享,可以相信未來更好、明天更有希望、人和人之間會更加用愛來對待,更加尊榮彼此,更加合一。
Artists are people who aren’t good at making products or doing business. Yeah, it’s true, we don’t know how to invent and market products, we dont know how to make masks, we dont know how to research vaccines or anything, but what can we do? We discover some of the most precious things deep inside the human heart and mind... such as faith, hope, and love! Through the art of creation and sharing that creation, we believe that the future is better, tomorrow is more hopeful, and people will treat each other with more love, respect, and unity.
- 梁志民 導演
#truth #powerofprayer #powerofworship #knowyourwhy #musiclover #artist #art #creation #faithhopeandlove
art market research 在 一二三渡辺 Youtube 的最讚貼文
RD350LC RZ250 4L3 RZ350 4U0 Pocket rocket ヤマハ・RZ
In the successor model of RD, is the name of the 250cc motorcycle-only car for the domestic market have been sold from Yamaha Motor Co., Ltd. in August 1980.
During the 1970s, has been enhanced to automobile exhaust gas regulations, particularly in North America, the use of two-stroke engine is strictly day become, was born from the idea of making the last two-stroke sport model.
"R" of "RZ" is originally, "Z" There is a symbol which means Yamaha 350cc in-house means a water-cooled. Turned from the last character of the alphabet to the other, also put that the meaning of the last, and the ultimate.
Engine that is designed around driving performance basic original sport bike takes the layout of two parallel cylinder two-stroke water-cooled (54mm × 54mm) bore and stroke same as TZ is a racer commercial made by the company at the time, as the same class boasted the top time of 35ps. Other plastic parts are also used frequently to reduce weight, the rear suspension is mono shock, such as halogen headlights cast wheel of the cantilever type of road sports model adopted for the first (mono-cross suspension), the new design, a large, state-of-the-art at that time was equipped with the item. Or partly because of that it was (August 1980) Release of have to wait nearly a year since 1979 has been introduced for the first time in scoop of magazine motorcycle, followed by some time situation such as waiting three months to delivery from order became a blockbuster about. Surface was well received by the hands of styling and design (GK Dynamics Co., Ltd. now) GK Industrial Design Inc. Research Institute. In addition, the white model of early type also known as the Pearl paint color is a beautiful flag of the Rising Sun aka. (White is solid white and later)
There is special mention to the height of the driving performance, that performance was more than equal Watariaeru four-stroke 400cc class with higher amounts of exhaust, was also called "400 killer" and. 3.97kg/ps power-to-weight ratio and also be used as a target for the vehicle, such as driving performance, which was a four-stroke 400cc class on a par with at the time. Uncommon at the time employed in the commercial vehicles (with the expansion chamber) of the chamber type of muffler, along with the image of looks up the race, had also contributed to the performance up. Many individual single disc front brake is said, of Riadoramu is too poor for the height of the driving performance, have a double disc of 350 specification
art market research 在 一二三渡辺 Youtube 的最佳貼文
RD350LC RZ250 4L3 RZ350 4U0 Pocket rocket ヤマハ・RZ
In the successor model of RD, is the name of the 250cc motorcycle-only car for the domestic market have been sold from Yamaha Motor Co., Ltd. in August 1980.
During the 1970s, has been enhanced to automobile exhaust gas regulations, particularly in North America, the use of two-stroke engine is strictly day become, was born from the idea of making the last two-stroke sport model.
"R" of "RZ" is originally, "Z" There is a symbol which means Yamaha 350cc in-house means a water-cooled. Turned from the last character of the alphabet to the other, also put that the meaning of the last, and the ultimate.
Engine that is designed around driving performance basic original sport bike takes the layout of two parallel cylinder two-stroke water-cooled (54mm × 54mm) bore and stroke same as TZ is a racer commercial made by the company at the time, as the same class boasted the top time of 35ps. Other plastic parts are also used frequently to reduce weight, the rear suspension is mono shock, such as halogen headlights cast wheel of the cantilever type of road sports model adopted for the first (mono-cross suspension), the new design, a large, state-of-the-art at that time was equipped with the item. Or partly because of that it was (August 1980) Release of have to wait nearly a year since 1979 has been introduced for the first time in scoop of magazine motorcycle, followed by some time situation such as waiting three months to delivery from order became a blockbuster about. Surface was well received by the hands of styling and design (GK Dynamics Co., Ltd. now) GK Industrial Design Inc. Research Institute. In addition, the white model of early type also known as the Pearl paint color is a beautiful flag of the Rising Sun aka. (White is solid white and later)
There is special mention to the height of the driving performance, that performance was more than equal Watariaeru four-stroke 400cc class with higher amounts of exhaust, was also called "400 killer" and. 3.97kg/ps power-to-weight ratio and also be used as a target for the vehicle, such as driving performance, which was a four-stroke 400cc class on a par with at the time. Uncommon at the time employed in the commercial vehicles (with the expansion chamber) of the chamber type of muffler, along with the image of looks up the race, had also contributed to the performance up. Many individual single disc front brake is said, of Riadoramu is too poor for the height of the driving performance, have a double disc of 350 specification
art market research 在 Dan Lok Youtube 的最佳貼文
The amount of money you make is in direct proportion of how well you understand YOUR market. The King of High Ticket Sales Dan Lok explains it here. Watch the whole series here: https://www.youtube.com/watch?v=kmvQbpWWimc&list=PLEmTTOfet46MqCUkqbbc3sCW8-2gEED5r
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This video is about How To Choose Your Niche & Target Market - Successful Coaching & Consulting Secrets Ep. 7
https://youtu.be/SsoepKQzkuk
https://youtu.be/SsoepKQzkuk
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