🌻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17部Youtube影片,追蹤數超過40萬的網紅糖餃子Sweet Dumpling,也在其Youtube影片中提到,Hello friends! Today we're going to share with you how to make a classic French creamy mushroom soup. (Soupe Aux Champignons) French mushroom soup is...
「small caps」的推薦目錄:
- 關於small caps 在 貓的成長美股異想世界 Facebook 的最讚貼文
- 關於small caps 在 Facebook 的最讚貼文
- 關於small caps 在 Facebook 的精選貼文
- 關於small caps 在 糖餃子Sweet Dumpling Youtube 的最讚貼文
- 關於small caps 在 SiennyLoves Drawing Youtube 的最佳解答
- 關於small caps 在 Rayner Teo Youtube 的最讚貼文
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small caps 在 Facebook 的最讚貼文
剛開始玩fallout new vegas 就在youtube找到很厲害的第一個小鎮就可以max exp的glitch。
在Goodsprings內花幾個小時(我下載了autoclicker)得到exp
離開Goodsprings以後可以再一次重新分配點數跟選perks(可是再次分配前選的perks都會留著!! 所以普通只能有25個perks,但運用glitch 你可以有50個 perks)
正在研究一開始的special要怎麼分配所以第一回分配跟第二回分配的perks都可以拿到最理想的
s - 5
p - 6
e - 5
c - 1
i - 10
a - 7
l - 6
然後選skilled與small frame (+1 Agi) 的traits (Skilled 好像是有DLC才有的。)
small caps 在 Facebook 的精選貼文
The planet is getting warmer - ice caps are melting and sea levels are rising.
Singapore may be small but in terms of carbon emissions per capita, we come in 27th out of 142 countries!!! We produce almost DOUBLE the global average! We can do WAY BETTER.
I've been plant-based for almost two years and going without meat, even if it's only for a day, is the biggest contribution you can do that will instantaneously help lower your personal carbon footprint.
What are you doing to reduce your impact on the planet? Join the #CarbonCopyChallenge - it could be taking public transport instead of driving, skipping plastic bags and cutlery or opting for using your fan instead of air-conditioning.
I'm nominating my team from @thebigshow.tv - @glennn, @shaun_tupaz, @fdonefm and @anjali.fm.
Go forth my eco-warriors.
#ecochallenge #ecowarrior #climatechange #veganlife #veganlifestyle #plantforward #plantbased #wellnesswednesday #wednesdaymotivation #risingsealevels
small caps 在 糖餃子Sweet Dumpling Youtube 的最讚貼文
Hello friends! Today we're going to share with you how to make a classic French creamy mushroom soup. (Soupe Aux Champignons)
French mushroom soup is a simple and easy recipe that you can make everyday or on a weeknight. This easy homemade mushroom soup is so comforting, it's hearty, rich and earthy, and it's quite versatile. You can also make it vegan by using vegetable broth, and use coconut milk instead of heavy cream. This recipe just keeps it simple and gluten-free. This will definitely become a go-to recipe! It’s a perfect soup for a chilly fall day. Hope you like this video. Enjoy. :)
This is an #ASMR ver, you can check out the other version that with BGM and Voices in Chinese if you like:
https://youtu.be/f-AMOarrAGY
---------------------------------------------------------------------------------------------
How to make Classic French Mushroom Soup Recipe
Soupe Aux Champignons Recipe
☞ Yield: 3-4 bowls
✎ Ingredients
☞ For broth
half onion
fresh thyme 2 bunches
fresh parsley 1 bunch
bay leaf 1
carrot 1
celery 1 stalk
black peppercorn Q.S.
water 500ml
☞ For mushroom soup
mushroom 270g, remove the stem, net weight is about 250g
olive oil 15g
unsalted butter 15g
half onion
whipping cream 120g
salt Q.S.
a knob of butter for pureeing
✎ Instructions
☞ For the broth
1. The best way to clean mushrooms is to not wash them, but if they are dirty, you can wash them gently one by one and immediately pat dry with paper towels, don't keep them in water too long.
2. You can cut off the stem or remove the stem by fingers, but don't throw it away, use them to make broth. Place the mushrooms caps on the cutting board and slice them. Set aside.
3. Peel the carrot and trim off the top, cut carrot and celery into a few big pieces.
4. Trim the ends of the onion, cut in half, peel off skin both halves and discard the skin. One halve cuts into big pieces for broth. Another halve chops into small pieces for frying with mushroom slices.
5. Throw onions, carrots, celery, peppercorns and herbs in a pot. Cover with 500ml of water, set the pot over medium high heat and bring it to a boil, then turn the heat down to low heat and cook for 30 minutes. The cooking time depends on how much stock you make.
6. Remove the pot from the stove, and set a strainer over a bowl, pour the stock through, pressing on the solids to extract any extra liquid and discard the vegetables.
☞ For the mushroom soup
1. Cook onions in olive oil and butter in a soup pot over medium high heat, then reduce heat to low and cover to cook for 8 minutes until soft but not browning.
2. Add the mushroom slices and salt, stir evenly, cover with lid and cook for 10 minutes until liquid from mushrooms has mostly evaporated.
3. Pour the vegetable broth and whipping cream and stir constantly, keep the heat on low and cover to cook for 30 minutes.
4. Transfer 3/4 soup to a blender and puree until smooth, creamy and thick.
5. Return soup to pot and stir well. Season with salt and black pepper if needed, and serve in bowls, garnish with mushroom slices or drizzle a few drops of olive oil. Enjoy!
----------------------------------------------------------------------
#FrenchCuisine
#MushroomSoup
#ComfyFood
#easyRecipes
small caps 在 SiennyLoves Drawing Youtube 的最佳解答
Aromatherapy beauty user experience vlog ~ My Naturity
From a friend's recommendation, SiennyLovesDrawing has placed an order for 4⃣ items with My Naturity recently via its online shopping platform. Reason being she loves beauty cum skincare items free from chemicals, moreover with her favourite essential oils too
Upon receipt of her order delivery, she appreciates the well managed special care product delivery with proper & nicely done with bubble wraps. She appreciates the seller's thoughtfulness with a complementary small bottle of Nourishing Avocado Shower Oil due to its full size out of stock to her orderShe will order this shower oil as love its non greasy after using & enjoy her skin moisture after showering
After using the 4⃣ items for 1 month, she is gonna sharing here her user experience of each item
1. Melissa Intense Moisturizing Lotion
She loves to apply body lotion on a daily basis to keep her skin moisturized. This lotion doesn't will strong smell after application. It's quick dry & non oily tooThis lotion a perfect choice for her daily skincare routine, especially before her daily beauty sleep, it leaves her skin comfy & non sticky after application
Order via ? https://mynaturity.com/skin/melissa-intense-moisturizing-lotion/
2. Night Sleep Essential Oil Blends
Initially she has opted for Mind Lift, then changed her mind as she works late at night, so needs one for her good night beauty sleepVery easy to use, she applies & massages lightly on both of her ears (behind), then rubbing on the back of her neck & shoulder before her sleepYou can roll on your pillow & bed sheet too, the nice aroma of the essential oil blends really helps with her sleep
Order via ? https://mynaturity.com/aromatherapy/night-sleep-essential-oil-blends/
3. GrowMore Hair Mask
1 of the important hair care routine to ensure continuous healthy hair growth & preventing hair fallsSo she has opted this hair mask & using twice a week to care for her hairLove its sharp tip for hair mask applicationAs shown in her vlog, she suggests to bun up your long hair for easy application, then massaging the hair mask on your scalp & hairDo leave your hair after massage for about an hour before normal daily hair shampooing ya
Order via ? https://mynaturity.com/hair/growmore-hair-mask/
4. Pure Castor Eyelash Extension Oil
She born with short eyelashes & always wishing to have a longer version, however she is not into any artificial eyelashes application / eyelashes extension in the market trend nowInstead she would like to have a natural eyelashes growth if possible, so she has ordered this item right away while she explored My Naturity website for the 1st time.
This oil with 2 caps, very good design, why?
Do check out her vlog ya :) Very easy & hassle free to apply the oil on both of her eyelashes & eyebrow with its brush. Yes, it helps with eyebrow growth too
Yeah! She loves this vitamin oil for her eyelashes for her continuous eyelashes growth now, with twice application daily i.e. morning & before her beauty sleepNot to worry, it's non oily & greasy after application. She can observe a healthy growth after 1 month, surely she will own a longer lashes with her continuous usage of this item
Order via ? https://mynaturity.com/hair/pure-castor-eyelash-extension-oil/
Highly recommended this My Naturity brand if you're into aromatherapy skincare cum beauty product series ya
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small caps 在 Rayner Teo Youtube 的最讚貼文
00:00 In today's episode, I have a question from Umang, who asked, "Hey Rayner, how do I scan the stock markets for my trading setup? Because there are so many stocks out there. Hundreds, if not thousands of stocks."
00:17 So my response to this is that there's a four-step procedure that you can follow, number one: finding a trading setup or a pattern is just like finding a wife.
00:37 if you are looking for a wife who is a brunette, Asian, Chinese, Indian, or whatsoever, you have to know what you're looking for in the first place, and it's the same for trading the markets.
00:54 Are you looking for a trending stock? a breakout stock, or maybe a stock that's tanked over the last twelve months and you're going to buy near the bottom whatsoever.
01:10 Once you've defined your trading setup then you can go into step two: Determine the market cap of the stocks you want to trade. For example, for those of you who are in the U.S., you have Russell 3000. Russell 3000 comprises of the large-cap, mid-cap, and the small-cap stocks. So, if you can define what market capitalization of stocks you want to trade, you can filter it down further. But if you're let's say, in Singapore, there's the large-cap, mid-cap, you have a few thereabout. You don't really need to do this classification, it's only for those of you who are in countries where you have thousands and thousands of stocks.
01:48 So once you have classified the market cap at step two, proceed to step three: Scan the markets. Let's say you want to scan stocks that are trending, what you want to do is to put up the twenty, fifty and two hundred period moving average, so if the stock is above the three moving averages, chances are it's a trending stock. You can also go through your entire watchlist and scan all the stocks which are above these moving averages. Alternatively, if you want to trade breakout stocks, you can just look for stocks that are on a 52-week high, breaking out of their 200-day high, etc. Another example I can give you is that if you want to buy stocks that are doing very bad over the last 12 months and you want to catch bottoms, what you can do is to scan stocks at their 52-week low, 200-day low, and etc.
02:44 Once you've scanned the markets, what you want to do is do number four: Put it all in a spreadsheet. Let's say you have 500 stocks to scan, you can do it all on the weekend. You want to put down those stocks in a spreadsheet that are close to having their setup occur so that when the market opens next week, you will only focus on those stocks in your spreadsheet that are about to have their setup occur. So, what you want to do is to find the gems among your 500 stocks and put it into a spreadsheet, and focus on it this coming week.
03:40 Now that you can scan the stock market and find the trading setups that you want, some of you might be wondering if there is any software to do this work for you? The only one that I do know of is Finviz, F-I-N-V-I-Z, and that is only for the U.S. stock market. They have this kind of quick scanner on whether you want to use fundamentals or technicals. As for local Singaporean stocks, Philippine stocks, Indian stocks, I do not know of such tools that are in the market right now. But for the U.S. there is Finviz. If there are no scanners you can just go through the four steps I shared with you. Number one, define your trading setup. Number two, know the market cap that you want to trade. Number three, scan the markets. And number four, put those stocks that you have scanned into a spreadsheet so you can track them when the market opens this coming week.
04:35 So that's all I have for you in this week's episode of Ask Rayner. If you're looking for proven trading strategies that work, you can go down to my website tradingwithrayner.com and access my materials for free. If you have any questions, let me know in the comments section below, and if you have enjoyed this video, hit the Like button and I would really appreciate it. I'll talk to you soon.
If you want more actionable trading tips and strategies, go to https://www.tradingwithrayner.com
Thanks for watching!
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small caps 在 Fake small caps with XeTeX/fontspec? - TeX - LaTeX Stack ... 的推薦與評價
Here I compare an alternative to Yan's approach. I label his method "fake" as he did and label this approach as "faux". I have found (see Good small caps ... ... <看更多>
small caps 在 Small Caps | Facebook 的推薦與評價
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