關於 method statement ，我們在網路上蒐集到這些相關的討論、資訊與評價

All Things are Lawful for Me

“But sin, finding occasion through the commandment, produced in me all kinds of coveting. For apart from the law, sin is dead. I was alive apart from the law once, but when the commandment came, sin revived, and I died. The commandment, which was for life, this I found to be for death; for sin, finding occasion through the commandment, deceived me, and through it killed me.” (Romans‬ ‭7:8-11‬ ‭WEB‬‬)

Sin in the flesh is an opportunist who lies dormant in wait for the chance to rebel against what is good.

The more you tell it to do right, the stronger it will rebel by going on a rampage of wrongdoing.

This is why the strength of sin is the Law.

It is like dealing with a rebellious child who just finds pleasure in doing the opposite of what you tell him to do.

Your “I must not” and “Don’t do this” rules make sin in the flesh really bloodthirsty.

These rules, laws, and commandments have good intention, which is to produce a beneficial result by abstaining from unedifying activities, but it is a counter-effective method for the sinful flesh.

I suddenly understand why the apostle Paul wrote the following shocking statement;

““All things are lawful for me,” but not all things are expedient. “All things are lawful for me,” but I will not be brought under the power of anything.” (1 Corinthians‬ ‭6:12‬ ‭WEB‬‬)

“What? You mean it is lawful for me to sin as much as I want??”

Yes, it is, and God will never be angry with you or punish you for it because Jesus was already punished for your sins at the cross. This truth befuddles a legalistic person’s mind.

But ironically, when you say that all things are lawful, sin in the flesh remains “dead”, having no opportunity to rise up and go crazy.

People have good intentions of stopping sinful acts by creating laws, rules, and commandments, but they do not know that these only serve to empower sin in the flesh.

Take a moment to say this now: “All things are lawful for me!” When you say this, you will notice that you have no desire to sin, because sin remains dead when there is no law to stir it up.

That is not all that Paul said. He also said that even though all things are lawful to us born-again believers, not all things are expedient (profitable or beneficial).

Without sin in the flesh influencing our thoughts and desires, we can choose the best way to invest our time and focus. The most expedient choice would be to keep our eyes on Jesus and receive God’s word into our hearts.

Instead of choosing to be brought under the power of sin which brings nothing but death, I will choose to be brought under the power of the Holy Spirit to enjoy fullness of joy and peace!

- - -

Lies, seduction, intimidation. These are some of the serpent’s choicest weapons to use against Christians. In my book, “Silencing the Serpent: How Christians Can Emerge Victorious in Spiritual Warfare”, you will learn how to recognize Satanic deceptions and stand firm in the truth of the Gospel of Jesus Christ.

You will be introduced to certain beliefs that the devil uses to trap believers with, and how he tries to draw Christians away from God’s word. For every wrong belief, you’ll receive the corresponding right belief according to Gospel truth based on Jesus’ finished work at the cross.

Replacing wrong beliefs, casting out fears and the renewal of your mind with each chapter will surely cause many demonic bondages and strongholds to be broken by the power of the Holy Spirit. It's time to silence the serpent for good!

Get the eBook/paperback copy of Silencing the Serpent: https://bit.ly/silence-the-serpent-now

Many Christians are sincere about breaking free from sinful habits and bondages, but they don’t have the revelation on how to succeed in it.

“But sin, finding occasion through the commandment, produced in me all kinds of coveting. For apart from the law, sin is dead. I was alive apart from the law once, but when the commandment came, sin revived, and I died. The commandment, which was for life, this I found to be for death; for sin, finding occasion through the commandment, deceived me, and through it killed me.” (Romans‬ ‭7:8-11‬ ‭WEB‬‬)

Sin in the flesh is an opportunist who lies dormant in wait for the chance to rebel against what is good.

The more you tell it to do right, the stronger it will rebel by going on a rampage of wrongdoing.

This is why the strength of sin is the Law.

It is like dealing with a rebellious child who just finds pleasure in doing the opposite of what you tell him to do.

Your “I must not” and “Don’t do this” rules make sin in the flesh really bloodthirsty.

These rules, laws, and commandments have good intention, which is to produce a beneficial result by abstaining from unedifying activities, but it is a counter-effective method for the sinful flesh.

I suddenly understand why the apostle Paul wrote the following shocking statement;

““All things are lawful for me,” but not all things are expedient. “All things are lawful for me,” but I will not be brought under the power of anything.” (1 Corinthians‬ ‭6:12‬ ‭WEB‬‬)

“What? You mean it is lawful for me to sin as much as I want??”

Yes, it is, and God will never be angry with you or punish you for it because Jesus was already punished for your sins at the cross. This truth befuddles a legalistic person’s mind.

But ironically, when you say that all things are lawful, sin in the flesh remains “dead”, having no opportunity to rise up and go crazy.

People have good intentions of stopping sinful acts by creating laws, rules, and commandments, but they do not know that these only serve to empower sin in the flesh.

Take a moment to say this now: “All things are lawful for me!” When you say this, you will notice that you have no desire to sin, because sin remains dead when there is no law to stir it up.

That is not all that Paul said. He also said that even though all things are lawful to us born-again believers, not all things are expedient (profitable or beneficial).

Without sin in the flesh influencing our thoughts and desires, we can choose the best way to invest our time and focus. The most expedient choice would be to keep our eyes on Jesus and receive God’s word into our hearts.

Instead of choosing to be brought under the power of sin which brings nothing but death, I will choose to be brought under the power of the Holy Spirit to enjoy fullness of joy and peace!

This teaching is part of our new Patreon Bible Study series called [ Revelations of Grace from “Romans” ]. Romans is such a great book, full of important revelations about grace. For people who are new to reading the Bible, I always recommend starting with John and Romans.

When you become a “God Every Morning” tier or above patron on Patreon, you will be added to our patron Bible Study chat group to receive this new series day by day. You will also receive my daily devotionals by email, and all my eBooks.

If this ministry has been a blessing to you, partner with us as a patron if you are blessed with the means to do so. Praying that your seeds sown will surely produce many bountiful harvests by God’s Grace, so you will always be well-supplied for every good work: http://Patreon.com/miltongohblog

🌻風險管理

跌了幾十趴的個股還要繼續抱下去嗎? 去年飆漲的SPAC, 今年還漲的回來嗎?(可以跟下篇一起看).

開始玩成長股後, 我學到最難的一堂課是風險控制. 每個人對風險控制的觀念不一樣, 這跟每個人的心理素質也有關係.

風險管理, 也就是"留得青山在, 不怕沒柴燒".

風險管理:
https://zh.wikipedia.org/wiki/%E9%A3%8E%E9%99%A9%E7%AE%A1%E7%90%86

🌻There Are Too Many Defenseless(無防禦性的) Stocks
(可以的話, 我希望您可以好好讀一下這篇文章. 我希望能夠幫您守住些財富, 減少些損失, 甚至創造些獲利. "Too many", 也就代表了股票沒有稀有性)

The underwriters just created too many stocks. There's too many new companies, too many companies that help you with analytics(分析), too many that offer video, too many data collectors and too many real-time analysis, and too many cybersecurity companies. There's been too many new electric vehicle derivatives, too many cannabis (大麻) plays and way too many new fintechs(金融科技).

The effect? We are now facing a bewildering number of companies that simply do the same things and can't be differentiated (無差異性的) and, frankly, are too hard to understand unless you are deeply involved in the transfer of data from on your premises to the cloud(雲端).

Why does this matter?

Because these stocks are defenseless. They are defenseless against inflation (通膨) because so many of them sell at a multiple to sales and any company that trades as a multiple to sales (指的是以P/S為估值方式, 非傳統的P/E. 軟體公司主要是用P/S) will see its value erode more quickly than any other in this stock market because the company has to graduate from a multiple to sales to a multiple of earnings, or just keep losing money. So many new investors have not experienced real inflation where these kinds of stocks can't be given away.

They are defenseless against an economic boom. I have been reading through countless software as a whatever with a go to market strategy and a huge TAM (total addressable market, 指的是市場大小) to land and expand(指的是雲端公司的商業模式), and my eyes glaze over. Who needs a company with all of those buzzwords that's growing at 27% and losing money when I have plenty of high quality industrials that are growing at 27% and spewing cash to the point the biggest issue is how much should be put to growth versus rewarding shareholders.

They are defenseless against older companies with a balanced policy toward dividends and buybacks, so that supply is mopped up while demand is bolstered by a yield. The land and expanders don't have anything backing them up which makes them vulnerable to sudden shocks down as we have seen.

They are defenseless against insider selling. If capital gains rates are going up, these are the companies with the most vulnerable stocks because so many of the people in these new companies have stocks that are still up substantially from when they got stock so a company with a stock down 30%-40% is vulnerable from scads of insider selling, including secondaries I am now expecting with increasing frequency.

They are defenseless against SPACs. While there are many good SPACs there are too many SPACs with too much stock sloshing around. I keep thinking about that MP Materials (MP) secondary offering in late March, where entities controlled by CEO James Litinsky sold 4.6 million shares of his company in a deal priced at $35. Now it is a small percentage of his holdings and many others involved with the company sold small amounts, too. That's not the point. It's more of a statement: this stock traded at $50. You might have been inclined to buy on the pullback but you would have been massacred as the stock is now at $27. If you have a so-called successful SPAC its success might be measured by how much money you took out of it before its stock fell by 50%. There are hundreds of things and when you consider all of the warrants out there, you know this market is going to be overwhelmed with this stuff.

You aren't going to see these kinds of secondaries at Deere (DE) or Caterpillar (CAT) , that's for certain.

Now there are people out there willing to buy the incredibly almost stupidly risky stocks, people like Cathie Wood, who demonstrated her unflappable conviction to her method of buying stocks that worked when there's scarcity value but there's anything but that now.

Maybe she can take down tens of billions of dollars worth and save the day. I wouldn't count on it. I am sorry to question her stock picking, lord knows she's been amazing. But unless others copy her, we know the stocks she is buying resemble what's not working at all. Maybe someday, but not now.

I try to figure out what the end game for these stocks might be if the economy keeps heating up and inflation accelerates. There's simply not enough money from young people or ETFs based on high growth or Cathie Wood to keep these stocks higher, and there's too much opportunity for the insiders to do what MP did, something that crunched the stock even as it reported a quarter ahead of expectations, which meant something at one point but means absolutely nothing now. Nothing at all.

文章來源: https://realmoney.thestreet.com/jim-cramer/jim-cramer-there-are-too-many-defenseless-stocks-15649142

Picture來源:
https://society6.com/product/boxing-cat_print