關於 so close to magic ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻高速成長股的跌幅

這幾年, 越來越多人投資成長股, 尤其是高速成長股, 是一件很好的事情. 但很多投資人應該只看到高速成長股帶來的漲幅, 卻沒看到另一面.

一位分析師做的研究: 除了dot.com那時候的大跌, 其他時候, 高速成長軟體股的跌幅平均是25-27%.

下圖是截至05/17的跌幅(未包括SPAC). 是-37%.

成長股很受到投資人的青睞, 也很容易變成動能股. 當動能失去的時候, 就像重力加速度一樣, 跌速跟跌幅會很快很大.

投資成長股, 尤其是高速成長股, 對我來說, 要不就是佛系, 要不就是練盤感&操作. 可以看適合自己的方法&投資的目標是甚麼(而其實成長股經過去年的大漲幅, 大跌前的估值也已經很高了).

一位財富已自由的財經名嘴的名言:
"Discipline trumps conviction." (紀律勝過信念)

可以跟這句放在一起看:
"I learned that you may be right, but if enough people believe you're wrong the markets can really hurt you." --BlackRock bond chief Rick Rieder

至於成長股還能不能買呢? 可以參考下面這兩段:
While tech stocks have taken the biggest hit from rising inflation concerns, some investors see the recent retreat as an opportunity to buy fast-growing companies.

“Within tech, there are still some companies that look very cheap,” said Jane Shoemake, client portfolio manager at Janus Henderson Investors. “If you believe in the longer-term trends supporting these companies, you should be buying.”
https://www.wsj.com/articles/global-stock-markets-dow-update-05-18-2021-11621323328

🌻FTCH, FVRR, PINS, PYPL, ROKU電話會議內容已整理好. 可到部落格那邊去看: https://makingsenseofusastocks.blogspot.com/

之前先錄了一段影片, 解釋我是怎麼做財報內容&電話會議內容整理的: https://youtu.be/vvkrs6CiWdw

🎯上次有提, 九月份會來做年報財報的導讀. 現在台灣的疫情那麼嚴重, 我有考慮在這個周末來進行, 這樣有興趣的讀者可以利用宅在家的時間來學習. Anyway. 如果決定提早做的話, 我週四會將訊息貼在這邊.

🌻關於市場
Markets are likely to be volatile until additional economic data provides a clearer picture, said Seema Shah, chief strategist at Principal Global Advisors. “I don’t think we could know anything really about which way inflation is going to go until September, but the market is unable to wait that long.”
https://www.wsj.com/articles/global-stock-markets-dow-update-05-20-2021-11621496568

🌻關於cryptocurrency
“[Cryptocurrency] is no longer an asterisk for the general market,” Ms. Krosby said. “It seems like it’s becoming very much part of the general market, and questions whether or not the selloff in bitcoin is representative of concerns over risk-on risk-off over the larger market.”
https://www.wsj.com/articles/global-stock-markets-dow-update-05-20-2021-11621496568

🌻營運分析: 如何看一家公司在疫情後有沒有失去競爭力?

The bounceback was largely to be expected after a dismal comparable quarter last year, when stores had to close due to Covid-19 restrictions. A comparison to pre-pandemic numbers yields a more sober outlook: Measured against the same quarter in 2019, Kohl’s net sales declined 4.2%, while comparable sales at Macy’s fell 10.5%.

One positive surprise was a turn to profitability for the two department store giants; analysts polled by FactSet had expected a net loss from both. But that was partly thanks to factors outside of the retailers’ control: Port congestion has led to less inventory across the apparel industry, leading to more full-priced selling. Inventory declined 25% at Kohl’s compared with a year earlier and fell 14% at Macy’s.

Kohl’s shares fell 10% after it reported Thursday, and Macy’s is down around 5% since reporting earlier in the week. Yet they are both trading at prices higher than pre-pandemic levels.

That seems hard to justify. The truth is that department stores were losing customers before and during the pandemic, and will probably continue to do so after it. While Kohl’s and Macy’s sales remain below pre-pandemic levels, off-price and big-box retailers have seen their apparel sales increase. At TJX’s Marmaxx division, which houses T.J. Maxx and Marshalls, sales in the quarter ended May 1 were up 14.4% compared with the same period in 2019. Target’s apparel sales grew 29% over the comparable period.

https://www.wsj.com/articles/return-to-normal-not-good-enough-for-department-stores-11621530127

🌻通膨. The magic number 4.

Mackintosh 表示，經濟復甦提高通膨也有利股市，聯準會 (Fed) 在這個階段也很樂意忽略通膨，因為經濟成長正是政府想要的。但當通膨進一步上升，壓縮到股票報酬率時， 4% 通膨率將成為關鍵點。

據統計自 1957 年標普 500 指數創立以來，美國曾有 9 次通膨率高於 4%，這其中的 8 次，股市在 3 個月後下跌。只有 2005 年突破 4% 又隨即回落，因而未影響大盤。
https://news.cnyes.com/news/id/4647748

WSJ原文在此:
https://www.wsj.com/articles/inflations-magic-number-is-four-11621355006

🌻附上本周發表財報的公司一覽表(在下方留言處)

🌻專門介紹美國豪宅的YouTuber。宅在家沒事可以欣賞一下。
https://m.youtube.com/user/enesyilmazer

Pictures: from earningswhispers.com; It's always a pleasant surprise when animal friends visited. This time, three in a low.
一次有三隻鹿來拜訪.
影片: https://youtu.be/TxLTGe9IdWA

2020 might have been a turbulent year but we still wanted to end it on a happy, positive and somewhat magical note. Yup, the year end is when I will host birthday parties for each of the kids and we come up with different themes depending on what they like.

Since we were in Phase 2 this year which only allowed five guests to be in our house at any time, I knew it would be a challenge to conduct birthday parties yet I didn't want to use it as an excuse not to do anything. Back in October, I asked the big girl - whose birthday comes first in November - if she would like to invite five of her closest friends over for a craft party. Even though I knew it would have made her happy like it did every year, she was so sweet to say "Mama, it's okay. You don't have to work to hard this year (and you are pregnant), I can do without a birthday party."

That totally melted my heart. Yet somehow, instead of purely feeling relieved, I began to wonder how I could still do something for the kids since their birthdays are always special to me. It was then I suggested that we hold a combined celebration for all three of them since their birthdays fall close to each other and that we could come up with a theme that all of them liked, could relate to and was excited about.

It wasn't long before the idea of having a Magic Party came to our minds since the girls picked up some magic tricks this year during the circuit breaker period and even the little brother was thrilled when we said that the kids could join forces to perform a magic show. So we put our thoughts into action and started creating their magician costumes, did up a 'stage', came up with decorations and went through rehearsals to get ready for the big day. I also planned a surprise for the kids by having Ian of True Vine Kids Magic to show us what close-up magic means which amazed and inspired everyone present at the table. Read on to find out more about what happened at our one-of-a-kind magic party!

Assalamualaikum ibu² semua . Ini kes anak saya safiyyah beberapa bulan lepas. Semoga menjadi iktibar.
Masa tu piyyah tidur kol 8. Lepas tidur kan piyyah terus pergi dapur nak makan. Baru ja nk suap nasi piyyah merengek lepastu nangis. Terus pergi kat dy. Masatu piyyah nangis tak bukak mata. Dalam hati dah terdetik mesti ada something wrong ni.
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Continue ReadingAssalamualaikum to all mothers. This is my child safiyyah's case a few months ago. Hopefully it will be a lesson.
At that time I slept at 8. After sleeping, I went straight to the kitchen to eat. Just about to feed the whip rice and then cry. Straight away from him. Masatu piyyah crying without opening eyes. In my heart, there must be something wrong.
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Crying so hard at that time. From mama to support, papa support until brother iman agah2 didn't walk. From 8.30 pm-10 pm. At first I doubt that he's bloating. Already applied wind oil to the stomach, feet, calves, feet. Stay the same. Crying hard too. Getting stronger.
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But what mama noticed, she cried in her sleep. Not open eyes. When mama wakes up, she opens her eyes and closes her eyes again.. it's like she's so sleepy.
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Because the dead end of that time. Rafi immediately called his mother to ask for treatment. At 10.30 pm. Then near a dark place. Along the way to open the al Quran verse. But when he didn't cry in his car. Sleeping well.
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Arrived at that uncle's house. PakciHussin
Aca ayat Al Quran, apply the body to the water that he read. Piyyah is not crying anymore.
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That uncle said that there are ′′ people ′′ who are pulling their feet piyyah. No wonder he's crying but his legs are like smacking.. it's like there's something on his feet. When mama holds her feet, she also piyyah, mama's hands are soccer.
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In the brain I think of what I'm doing today. Just remembered. That day is Thursday night Friday night. Mama brought her to walk around in front of her house. That time wasn't the day. Want to rain, strong winds. Then Brother Iman asked to play pop pop out. ...
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When faith played,. at 6.30 pm strong winds.. mama carelessly sitting outside the house with strong winds. Sorry piyyah 😞.
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It's time to sleep, mom forgot to install the Al Quran verse beside me. Feels like a lot of careless days that everything is forgotten. I'm sorry 😭.
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Before going back, that uncle has a message. That thing is no longer available. But he doesn't guarantee that he will come back later. ...
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I'm feeling well.
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After going back to piyyah it's okay. Milk and sleep. But at 1 am I'm crying again. Just like earlier. Feels like crying at that time. Mama's mistake is doing this today until she has to be like this. Take the uncle's water, talk about your face while praying and asking for Allah's protection. ...
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Thank God, I'm crying for a while.
Since that day I haven't taken any piyyah for a walk after 6. o'clock at 6.30 pm, doors and windows are closed! Don't want the same thing to repeat.
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And when you think about it maybe this is what is always called by people who are Ummu Syibyan. I've always read about Ummu Syibyan all this time but I didn't expect that it could be piyyah
You must take a careful step after this.
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1. Chant ASSALAMUALAIKUM and BISMALLAH before stepping into the house. So does when closing the door when out of the house. Because the devil who breaks the peace of family is always waiting for the opportunity to enter our residence.
It's better to give regards every time entering any door except the bathroom because it's the devil's hangout place. So no need to give regards, just have to read the prayer asking Allah to protect us from the devil's disturbance.
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2. Lazimi reading and installing the holy verse of the Quran in the house
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3. Use all rooms in the house, don't let one room empty for long
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4. Close the garbage bin and don't let the garbage be abolished especially the bones because it's jinn food.
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5. Before Maghrib close all doors and windows. At night avoid opening doors or windows because the night wind is not good for the body and usually magic is sent by genie and winds are genie vehicles.
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6. Lift the clothes on the clothesline before Maghrib, this is all related to magic through the wind. That's why some religious ulama will wash the stranded clothes during Maghrib and above.
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7. If sleeping people sleep, touch and wake him up. Wake up soft soft, don't be rude.
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8. Sleeping in the right way. If you sleep, put a pillow on your body. Women when they sleep, they have to put their hair under their head, don't let them go on
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9. For the house whose doors are faced with other doors, close one of the doors and open one of them. Because the doors facing each other can be the path of subtle creatures. If you forget to give greetings when you enter the house, go out again and go back with regards.
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10. Avoid laughing and getting too sad
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11. 'Pagar' house daily - read the verse of the chair with 7 place of wakaf and blow to every corner of the room Always read surah Al-Baqarah
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12. Always move things in the house. Take care of the good atmosphere in the house, don't do neglect because of these things that attract the fine creatures.
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May Allah SWT protect us all from the disturbance of the devil laknatullah. Hopefully it will be a lesson to all of us.
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CREDIT: Mrs Sarah Hussin
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Invite to add FB: Farhana Padzil IITranslated

Looking for an INTENSE HIIT workout that will definitely get you sweating? Burn those calories away with this 20 mins intense hiit workout. There's low impact and no jumping alternatives for every exercise, so it's totally fine for a beginner to follow along and take rest when needed. Enjoy the burn and leave a comment with how you went!

☆Summer Shred Challenge 2020☆
Full program schedule - https://www.chloeting.com/program
Warm Up - https://youtu.be/-p0PA9Zt8zk
Episode 1 - https://youtu.be/OBSUUi0FAKo
Episode 2 - https://youtu.be/hAUIGLE8PEo
Episode 3 - https://youtu.be/7L-Td_p0bXE
Episode 4 - https://youtu.be/fMPoCc78v0g
Episode 5 - https://youtu.be/JEEG0hBNk3E
Episode 6 - https://youtu.be/-GhaJFcj3Mk

☆Help subtitle this video☆
http://www.youtube.com/timedtext_video?ref=share&v=-GhaJFcj3Mk

☆Sponsor this channel☆
https://www.youtube.com/chloeting/join
☆Sub to my 2nd channel☆
https://www.youtube.com/channel/UCBrcDabYtwbR1VIhwH5efZA?sub_confirmation=1

☆My links☆
https://www.instagram.com/chloe_t/
https://www.instagram.com/itschloeting/
twitch.tv/chloeting
https://discord.com/invite/f7NY5VK

☆Music by☆
Dylan Locke
https://www.youtube.com/user/RadialCreations

Track: Marin Hoxha x Invent - Lost On The Way (ft. Caravn)
Music Provided by Magic Records
Listen To The Original: https://youtu.be/ykIwoy3Xsw0
Free Download: https://fanlink.to/cyJY

NEFFEX - Best of Me
NEFFEX - Alive
NEFFEX - Grateful
NEFFEX - Mirror
NEFFEX - Numb
https://www.youtube.com/channel/UCBefBxNTPoNCQBU_Lta6Nvg

#workouts #fitness #chloeting

IMPORTANT DISCLAIMER: Some people may see my video titles as click-bait. YouTubers optimise their video's meta data for discovery due to how the algorithm is like. This isn't anything new. Most people who've been watching YouTube for years would understand this. If you're unhappy and get triggered by this, well, this channel isn't for you then. I’ve provided free workout schedules and programs since day 1 and have always optimised my meta data as such so that's not going to change.

Having said that, it doesn't mean the workout do not work. You will still see results by following a suitable program schedule, watching your diet, being in a deficit or surplus (based on your goals), doing exercises in good form, etc. These are all equally important factors. You're not going to get abs, grow a booty, grow biceps magically from 1 or 2 videos, in 1, 2, 3 or 4 weeks cause everyone is different. A title may come close to suggesting that, but I've explain multiple times throughout videos throughout my channel over years that it takes time and lots of factors, so don't take a video title out of context. Targetting fat loss is also not scientifically proven. Everyone is different and it takes time.

When doing any home workouts, do take precaution to exercise in a safe environment, and if you need help or you're not seeing results, I suggest seeing a health and fitness professional to give you tailored advice on your exercise form and dietary needs. I am not a medical professional and what I share on my channel are my views and what has worked for myself. Your health and safety is the utmost importance so find out what works for you.

因受疫情影響，想說等大家方便出門的時候再PO。
2020 ELLE RUN WITH STYLE 延期到2020年09月12日（星期六），詳情可以上官網查詢，資訊都在底下喔！

按CC可以開啟字幕喔！

This is shot right before the COVID outbreak so I decided to wait till the situation gets under control before posting this. If you're lucky enough to live in Taipei, come join me on September 12th. We're gonna run with ELLE and celebrate the coming summer Olympic! Link down below.

在IG上追蹤我 @realDarrenHuang 👉 https://ppt.cc/frRsJx
Huge shout out to the one and only Chris Kang for shooting some of the slow-mo shots while in motion! Check out his talented work 👉 https://ppt.cc/fZoL3x

——————————— Info Mentioned ———————————
2020 ELLE RUN WITH STYLE 👉 https://ppt.cc/fYpRcx
NIKE 跑鞋 👉 https://www.nike.com/tw/

——————————— Gear (Not Sponsored) ———————————
Main Camera 📷 Canon EOS R
Actoin Camera 📷 GoPro Hero 7
Mic 🎤 RØDE Wireless Go
Mic 🎙 RØDE VideoMicro
Vlogging Lens 🔭 Canon RF 15-35mm F2.8 L IS USM
Macro Prime 🔭 Canon RF 35mm F1.8 Macro IS STM
Wide-angle Prime 🔭 Canon EF 28mm f1.8 USM
Magic Close-up 🔭 Canon EF 100mm f2.8L Marco IS USM
Camera Bag 🎒 PGY One Mo
Editing Software 🎬 Final Cut Pro X

Hot new lower abs workout for you! Here's a new favourite routine of mine with back to back abs exercise that's going to help you feel that burn! Enjoy working on those abs and do smash that like button and leave a comment!

☆Summer Shred Challenge 2020☆
Full program schedule - https://www.chloeting.com/program
Warm Up - https://youtu.be/-p0PA9Zt8zk
Episode 1 - https://youtu.be/OBSUUi0FAKo
Episode 2 - https://youtu.be/hAUIGLE8PEo
Episode 3 - https://youtu.be/7L-Td_p0bXE
Episode 4 - https://youtu.be/fMPoCc78v0g
Episode 5 - https://youtu.be/JEEG0hBNk3E
Episode 6 - Releasing 25th May

☆Help subtitle this video☆
http://www.youtube.com/timedtext_video?ref=share&v=JEEG0hBNk3E

☆Sponsor this channel☆
https://www.youtube.com/chloeting/join
☆Sub to my 2nd channel☆
https://www.youtube.com/channel/UCBrcDabYtwbR1VIhwH5efZA?sub_confirmation=1

☆My links☆
https://www.instagram.com/chloe_t/
https://www.instagram.com/itschloeting/
twitch.tv/chloeting

☆Music by☆
Dylan Locke
https://www.youtube.com/user/RadialCreations

Track: JackEL & Skrapbeats - Destiny
Music Provided by Magic Records
Listen To The Original: https://youtu.be/d7TuGcPFAe4
Free Download: https://fanlink.to/dstny

Marin Hoxha X Caravn - Hey Now
Marin Hoxha & Harley Bird - Keeps Me Going
https://www.instagram.com/marin.hoxha/
https://www.youtube.com/channel/UCnAbketHOrqM3cpsTv-vFAw

#abs #homeworkout #chloeting

IMPORTANT DISCLAIMER: Some people may see my video titles as click-bait. YouTubers optimise their video's meta data for discovery due to how the algorithm is like. This isn't anything new. Most people who've been watching YouTube for years would understand this. If you're unhappy and get triggered by this, well, this channel isn't for you then. I’ve provided free workout schedules and programs since day 1 and have always optimised my meta data as such so that's not going to change.

Having said that, it doesn't mean the workout do not work. You will still see results by following a suitable program schedule, watching your diet, being in a deficit or surplus (based on your goals), doing exercises in good form, etc. These are all equally important factors. You're not going to get abs, grow a booty, grow biceps magically from 1 or 2 videos, in 1, 2, 3 or 4 weeks cause everyone is different. A title may come close to suggesting that, but I've explain multiple times throughout videos throughout my channel over years that it takes time and lots of factors, so don't take a video title out of context. Targetting fat loss is also not scientifically proven. Everyone is different and it takes time.

When doing any home workouts, do take precaution to exercise in a safe environment, and if you need help or you're not seeing results, I suggest seeing a health and fitness professional to give you tailored advice on your exercise form and dietary needs. I am not a medical professional and what I share on my channel are my views and what has worked for myself. Your health and safety is the utmost importance so find out what works for you.