追求獨立平等自由是國際社會的主流價值。
今天有件大事,中國不滿立陶宛以「台灣」之名設立代表處,將召回中國駐立陶宛的大使,並要求立陶宛也召回駐中國的大使。
「台灣代表處」會是台灣未來的外交新模式,設立以台灣為名的代表處,國際逐漸承認「台灣」的存在。
CEPA(Center for European Policy Analysis)上有篇文章「Lithuania’s “Iceland Moment” for Taiwan」,作者是Živilė Kriščiūnė,提到立陶宛近期對台灣的種種支持,或許是台灣未來的「冰島時刻」。
什麼是冰島時刻呢?
立陶宛1990年宣布獨立時,第一個站出來承認立陶宛是獨立國家的就是冰島。
立陶宛會如此選擇,這背後當然有其波羅的海之路的民族歷史,讓立陶宛比較能理解台灣的處境,也有國際利益的計算,譬如和立陶宛和美國間的利害關係。而中國也因此積極運作滲透立陶宛,希望立陶宛能偏向中國選擇的方向。
立陶宛國內面臨的問題、走過的歷史,都跟台灣有重疊之處。公開反對新疆再教育營,並被中共宣佈制裁的立陶宛國會議員莎卡莉恩內(Dovilė Šakalienė)說,中共召回大使那天,恰巧是立陶宛國會召開特別會議,要討論白俄羅斯對立陶混合戰的應對。順帶一提, 2016 年立陶宛曾發布民防手冊:《積極抵抗指南》,內容包含資訊戰等勒索、屈從各式手段,以及如何協助國軍等實戰守則。
立陶宛國會議員莎卡莉恩內說:「對於讓台灣開設代表處的決定,我們並不感到抱歉。」
立陶宛外交部則對中國召回大使表達遺憾之意,重申尊重一個中國原則,但也決心和台灣發展互惠關係。
這是歐盟國家的重要表態,就像是奧運進場時,那一聲「台湾です」帶來的震撼。
我們的有生之年,或許能見證最重要的台灣歷史。
♥Taiwan
同時也有4部Youtube影片,追蹤數超過5,140的網紅Ghost Island Media 鬼島之音,也在其Youtube影片中提到,PTT is one of the most open social media platforms in the Chinese language. Though it’s not more populous than Facebook, it’s arguably more impactful ...
「policy analysis」的推薦目錄:
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- 關於policy analysis 在 Scholarship for Vietnamese students Facebook 的最佳解答
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- 關於policy analysis 在 Ghost Island Media 鬼島之音 Youtube 的最佳貼文
- 關於policy analysis 在 Miley青山舞莉 Youtube 的最佳貼文
- 關於policy analysis 在 風傳媒 The Storm Media Youtube 的最佳解答
policy analysis 在 Scholarship for Vietnamese students Facebook 的最佳解答
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policy analysis 在 貓的成長美股異想世界 Facebook 的最佳解答
🌻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
policy analysis 在 Ghost Island Media 鬼島之音 Youtube 的最佳貼文
PTT is one of the most open social media platforms in the Chinese language. Though it’s not more populous than Facebook, it’s arguably more impactful than Facebook here in Taiwan. It’s a reflection of Taiwan's spirited democracy, and it’s used heavily as a source for local journalists.
We speak with two INDSR researchers on a year-long project, “A Pilot Study on PTT in the Context of Influence Operations” (批踢踢影響力作戰前導研究)which attempts to identify CCP state actors on the platfor. The researchers are Oddis J.F. Tsai (Policy Analyst at the Division of Defense Strategy and Resources) and Dr. Jui-Ming Hung (Assistant Research Fellow at the Division of Defense Strategy and Resources).
The paper lays out mechanics and - through quantitative analysis - identifies types of suspect behavior on the world’s largest non-commercial, forum-based, open-source online bulletin board system in the Chinese language. This interview was recorded in January 2021 after the paper was published by INDSR.
Today’s host is J.R. Wu - a non-resident advisor at INDSR (Institute for National Defense and Security Research) in Taiwan. Wu is a former journalist with nearly two decades of media experience in the US and Asia. She has led news bureaus for Reuters and Dow Jones.
Support us on Patreon: http://patreon.com/taiwan
Follow us on Twitter: https://twitter.com/ghostislandme
EPISODE CREDIT
JR Wu (Host)
Emily Y. Wu (Producer, Editing): https://twitter.com/emilyywu
Alice Yeh (Researcher)
Music: MB01I2MT5YPZMMW
A Ghost Island Media production
www.ghostisland.media
policy analysis 在 Miley青山舞莉 Youtube 的最佳貼文
Hi it’s Miley!!まいりです!
今日の動画は日本語が苦手な私にとって少し難しかったので、英語でやらせて頂きました。
すみません!
今日の動画では私のゼミの内容などについて話しています。
まとめると。。
私は今早稲田大学の政治経済学部の国際政治経済学科で比較政治学をメインに学んでます。
高校の時から持続可能性、環境問題に興味があって、留学先もそれを学ぶ目的でバリ島のGreen Schoolにいきました。そういったバックグラウンドもあり、今はSDGs 持続可能な開発目標 を様々の国の制度、政治体制、歴史、文化、などの面で比較をし、分析しています。東ヨーロッパはおもしろい政治体制、歴史、文化があるため、そこのエリアを重点的にみていきました!
その中でもSDGsの達成度が大幅に違ったのがチェコとブルガリアでした。今年はその二つの国を比較しました。チェコはEUの中でもとてもSDGsのランクが高いのに比べて、ブルガリアはほとんど最下位。それはなぜなのか?
今回の動画内ではそれをもう少し詳しく説明しています。
ほとんど半年しかかけて調べてはないので、断言はできない理由ですが、私なりにまとめてみました。
比較政治学は本当に面白い分野で調べれば調べるほど面白くなってくる分野です。ニュースの理解度が深まったり、どうしてこの国は発展してて、どうしてこの国は発展しないか、などは比較政治学で少し正解が見つかります!
I hope you enjoy today's video!
I wasn't able to talk in Japanese today but yay for yall english speakers :)
Hope you enjoyed!!
Also I only worked on this stuff this semester so I had to come up with something & a conclusion at the end of the semester so its not a very comprehensive conclusion so don’t take everything I say as 100% information!
I love talking to you guys about this stuff so let me know if you wanna hear more about what I study or what school life in Japan is like etc…
If you want to learn more about SDGs you can go check out
SDGSに興味あったら
English:
https://sdgs.un.org/goals
日本語:
https://www.unic.or.jp/activities/economic_social_development/sustainable_development/2030agenda/
Thank you xx
Europe Sustainable Development Report 2020. (2020, December). Retrieved January 07, 2021, from
https://eu-dashboards.sdgindex.org/
Plaček, P. (2018). Identifying Corruption Risk: A Comparison of Bulgaria and the Czech Republic. Journal of Comparative Policy
Analysis, 21(4), 366–384. https://doi.org/10.1080/13876988.2018.1472473
Širá, E. POVERTY IN EUROPE-THE CURRENT SITUATION ACCORDING TO EUROPE 2020 STRATEGY.
Sustainable Development Report 2020. (2020, June). Retrieved January 07, 2021, from
https://dashboards.sdgindex.org/
► A B O U T
Hello! I'm Miley and I'm from Tokyo. I was raised in Singapore, Indonesia, and Japan so I think some international kids could relate to me. My videos are focused on my everyday life as a Waseda student but I also love sharing my everyday fashion, vlogs, and other random things. I hope you enjoy💗
► S O C I A L S
Instagram http://instagram.com/milez728
Tik Tok https://vt.tiktok.com/hs2D23/
Twitter https://twitter.com/miley_728
► C O N T A C T
Business Inquiries info@qualiam.com
http://www.qualiam.com/contact.html
Japan 生まれ Indonesia, Singapore, and Japan 育ちの青山舞莉です!早稲田大学の政治経済学部に通っています。スポーツ、フード、おしゃれ、メイク、お出かけ、なんでも経験したい好奇心旺盛なミーの大好きなことをアップしていきます!
ー年齢は?Age?
19歳 im nineteen :)
ー誕生日はいつ?Birthday?
2000年7月28日 July 28th 2000
millennium baby (did i spell that right?)
ー学年は?what year are you?
今は早稲田の大学2年生です!2020の秋から3年生になります!im a sophomore in college!! waseda university yay
ーどこの人?where are you from?
im full japanese!! 日本人!
ー身長は?Height?
156cm! i think thats like 5'1
ーカメラは何使ってる? what camera do you use?
Canon
ー編集ソフトウエアどれ使ってる?Editing software?
Adobe Spark for thumbnails & Final Cut Pro for my videos :)
青山舞莉のInstagram
https://www.instagram.com/milez728/
青山舞莉のTwitter
https://twitter.com/miley_728
青山舞莉のTikTok
https://t.tiktok.com/i18n/share/user/...
Contact
http://www.qualiam.com/contact.html
CREDIT
··················································
Intro by SIMPLY INTROS!
https://youtu.be/u4q69J2PwXM
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policy analysis 在 風傳媒 The Storm Media Youtube 的最佳解答
On Taiwan Hashtag hosted by Ross Feingold, we discuss the overseas
reaction to the Taiwan election result. How will China, the US, Europe
and other stakeholder countries react? What is the outlook for Taiwan’s
Southbound Policy? Will Japan offer Taiwan closer relations in 2020? And
what’s next for US-Taiwan relations? Watch our show for post election
analysis of Taiwan’s foreign policy outlook.
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