🌻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88萬的網紅Fujii Kaze,也在其Youtube影片中提到,Barry Manilow Lyrics "Copacabana (At The Copa)" Her name was Lola, she was a showgirl With yellow feathers in her hair and a dress cut down to there ...
「tended to」的推薦目錄:
- 關於tended to 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於tended to 在 Facebook 的精選貼文
- 關於tended to 在 Milton Goh Blog and Sermon Notes Facebook 的精選貼文
- 關於tended to 在 Fujii Kaze Youtube 的最佳解答
- 關於tended to 在 Brandon Li Youtube 的最讚貼文
- 關於tended to 在 Wei S Youtube 的最佳貼文
- 關於tended to 在 “Dreams under the midnight sun tended to be highly colored ... 的評價
tended to 在 Facebook 的精選貼文
[Gender Fluidity]
I’ve always believed that gender exists on a spectrum, and gender expression can be a lot more dynamic than most think. Such freedom of fluid expression is a right for all, regardless of the identity assigned based on biological traits at birth.
I’ve been studying about feminine and masculine energy. Not gonna lie...in the beginning I couldn’t help but wonder if some sexist person created this as a game of stereotypes. Yet I have learned so much about myself in the process of exploring the balance of such energies in my relationships.
During past crises I tended to rely on myself so much that I have lost that intimate connection with my heart. It was almost like, survival depended on shutting down emotions that would make me “weak” when things were tough. When I got hurt by people, I’d try to forgive so quickly that I forgot to tend to my own wounds. Over the past years, my parents would constantly check in on me, reminding me to “ask for financial support” when things got rough. Yet I’ve almost always toughed things out myself because I didn’t want anyone to worry about me.
It was only during recent times that I learned to express deeper feelings more honestly, and my “feminine” side came into play.
This was when I started to lean back, relax a little, and let things unfold on their own. I appreciated relationships that happened organically without crazy games of pushing or pulling. I began to move with the flow of life, and got more in touch with my internal being. It became easier to connect with people on a deeper level without being afraid of getting hurt. At the end of the day, you can’t make a genuine connection with someone else, unless you accept and connect with yourself.
My point is, we all have masculine and feminine sides. It is okay for a girl to be tough, or not. It is also okay for a guy to be weak, or not. How we express ourselves and whom we love should be completely up to our own choice. Who cares about the approval from another human being?
Hope you all have a happy week ahead and don’t forget to take good care of yourself! ☕️
Hair by Jeff
Makeup by @hana.makeup.hk @hana.ho
Dress @rdm_store
tended to 在 Milton Goh Blog and Sermon Notes Facebook 的精選貼文
Wait for the Right Time
“He restored the chief cup bearer to his position again, and he gave the cup into Pharaoh’s hand; but he hanged the chief baker, as Joseph had interpreted to them. Yet the chief cup bearer didn’t remember Joseph, but forgot him.” (Genesis 40:21-23 WEB)
We all want our season of promotion and blessedness to come immediately. However, before that season, there is usually a quiet one of preparation.
In Joseph’s life, he was in prison for a crime he did not commit. After interpreting the dreams of two royal subjects, Joseph told them to remember him before Pharaoh, but the chief butler forgot about Joseph.
Just like that, two years went by. Can you imagine how disappointed Joseph must have felt? He might have thought, “Am I ever getting out of this prison, or will I spend my whole life in here?”
You may be feeling the same way. Your circumstances may be like a prison whereby you are existing, but not truly living the “life more abundantly” that Jesus died for you to have.
For a person who has a sickness, the abundant life would look like a healthy body that can do anything without feeling weakness or pain.
For a person who is lonely, the abundant life would look like having a spouse that he can share his life with.
For a person who is poor and in debt, the abundant life would look like having all debts paid and having more than enough savings to even be a blessing to others.
Was Joseph destined to stay in prison for the rest of his life? Let’s read the story:
“At the end of two full years, Pharaoh dreamed: and behold, he stood by the river...In the morning, his spirit was troubled, and he sent and called for all of Egypt’s magicians and wise men. Pharaoh told them his dreams, but there was no one who could interpret them to Pharaoh. Then the chief cup bearer spoke to Pharaoh, saying, “I remember my faults today. Pharaoh was angry with his servants, and put me in custody in the house of the captain of the guard, me and the chief baker. We dreamed a dream in one night, I and he. We dreamed each man according to the interpretation of his dream. There was with us there a young man, a Hebrew, servant to the captain of the guard, and we told him, and he interpreted to us our dreams. To each man according to his dream he interpreted. As he interpreted to us, so it was. He restored me to my office, and he hanged him.” Then Pharaoh sent and called Joseph, and they brought him hastily out of the dungeon. He shaved himself, changed his clothing, and came in to Pharaoh. Pharaoh said to Joseph, “I have dreamed a dream, and there is no one who can interpret it. I have heard it said of you, that when you hear a dream you can interpret it.” Joseph answered Pharaoh, saying, “It isn’t in me. God will give Pharaoh an answer of peace.”” ;Genesis 41:1, 8-16 WEB)
So two years after interpreting the chief butler’s dream, Joseph was freed from prison and brought before Pharaoh.
The moment of Pharaoh having the two prophetic dreams signaled God’s appointed time for Joseph’s deliverance. Those two dreams were Joseph’s door of hope in the midst of his trouble. The gift of interpreting dreams was the key in Joseph’s hand.
But why did God take so long before freeing Joseph? Technically, He could have given the dream to Pharaoh earlier than that.
“But Yahweh was with Joseph, and showed kindness to him, and gave him favor in the sight of the keeper of the prison. The keeper of the prison committed to Joseph’s hand all the prisoners who were in the prison. Whatever they did there, he was responsible for it. The keeper of the prison didn’t look after anything that was under his hand, because Yahweh was with him; and that which he did, Yahweh made it prosper.” (Genesis 39:21-23 WEB)
In the prison, Joseph was put in charge of the other prisoners—it was a leadership role. During this time of quiet, mundane, routine living, God was sculpting Joseph into a man fit to be the prime minister of Egypt, to lead the whole nation of Egypt.
Perhaps you are also in a season of quiet preparation. Your talents are unknown to the world, but God is training you for the larger role He has prepared for you—your eventual destiny.
Many heroes in the Bible went through a quiet season like that: Moses tended sheep in the land of Midian before he was sent to deliver the children of Israel from Egypt. David shepherded his father’s sheep and killed a lion and a bear before he had the opportunity to fight Goliath. Gideon was a coward before God called him and turned him into a valiant hero who routed the Midianites with just three hundred men. Jesus spent thirty years in obscurity, being in close communion with the Father until it was time to begin His public ministry.
If the chief butler had told Pharaoh about Joseph any earlier, Pharaoh would have just brushed it aside. The dreams had to come first.
While you are waiting, God has already prepared the equivalent of Pharaoh’s dream to take you to a higher level at the right time. Waiting time with God is not wasted time. He is training you every day, little by little—with each Scripture, each prayer, each interaction with others, and each challenge that you overcome through faith.
If you are feeling delayed, just like Joseph was for two years in the prison, remember that delay is not denial! God is still sculpting you, and when you are ready, He will display His masterpiece for all to see.
“God’s Appointed Time: How to Be Fruitful in Every Season of Life” is the revelation that every Christian needs. It will cause you to be full of peace and joy, even as you wait for the appointed time of your breakthrough. Put an end to every frustration and learn to flow with God’s system of times and seasons for restful increase by His grace: https://bit.ly/god-appointed-time
tended to 在 Fujii Kaze Youtube 的最佳解答
Barry Manilow Lyrics
"Copacabana (At The Copa)"
Her name was Lola, she was a showgirl
With yellow feathers in her hair and a dress cut down to there
She would merengue and do the cha-cha
And while she tried to be a star
Tony always tended bar
Across the crowded floor, they worked from 8 til 4
They were young and they had each other
Who could ask for more?
[Chorus:]
At the copa Copacabana
The hottest spot north of Havana
At the copa Copacabana
Music and passion were always the fashion
At the copa.... they fell in love
His name was Rico
He wore a diamond
He was escorted to his chair, he saw Lola dancing there
And when she finished, he called her over
But Rico went a bit too far
Tony sailed across the bar
And then the punches flew and chairs were smashed in two
There was blood and a single gun shot
But just who shot who?
[Chorus]
At the copa... she lost her love
Her name is Lola, she was a showgirl
But that was 30 years ago, when they used to have a show
Now it's a disco, but not for Lola
Still in dress she used to wear
Faded feathers in her hair
She sits there so refined, and drinks herself half-blind
She lost her youth and she lost her Tony
Now she's lost her mind
[Chorus]
At the copa... don't fall in love
Don't fall in love
tended to 在 Brandon Li Youtube 的最讚貼文
Learn filmmaking from me! https://goo.gl/VK3Qft
?: http://instagram.com/brandon_l_li ?http://facebook.com/rungunshoot ?: http://vimeo.com/rungunshoot
My first test of EOSHD Pro Color settings for Sony mirrorless cameras. Overall I like them. Flesh tones look good, though tended to be oversaturated. I did a little desaturation on some shots in post. I also found myself bringing the black level down a lot in post, and the highlights blew out easily. So probably best to under-expose a bit. Also, the white balance looked about 1500k cooler than normal, so I manually adjusted accordingly.
Sony a6300, 18-105mm lens, white balance 7000k, levels and saturation adjusted in post
Zhiyun Crane 3-axis gimbal, no post-stabilization
Purchase the color settings:
http://www.eoshd.com/2016/11/now-available-eoshd-pro-color-for-sony-cameras-including-a7s-ii-a7r-ii-and-a6300/
a6500 filmmaker kit: https://goo.gl/Z1DH2k
All my gear: https://goo.gl/xSN7Cm
I am a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. Additionally, I participate in other affiliate programs, and sometimes get a commission through purchases made through my links.
tended to 在 Wei S Youtube 的最佳貼文
Song: Love Is A Fooling Game
Artist: Frigga B
Composer: Birgersson Lundberg
Type: Acoustic Group, Romantic
Energy: Low
BPM: 87
Lyrics:
I couldn’t sleep last night
my mind was some where else
and I tried
not to wake you up from dreaming
How do I tell you that it’s all
because of us I’m awake
and because of what I’m feeling..
feeling
And that loves a fooling game
I don’t want you to be crying tears of pain
Even though it feels like..
I’m close to you
but still so far away
I kiss you
but not in the same way
I can not tell you how it happen
when things started to change
and I’m not sure of what I’m saying
cause every time rushing into something
I started to shake
there’s always something I am missing
missing
But this loves a fooling game
I don’t want you to be crying tears of pain
Even though it feels like
I’m close to you
but still so far away
I touch you
but not in the same way
You saw what’s coming in my eyes
but I won’t stop holding
You heard what’s coming in my voice
and I can’t stop shivering
You took my hands
and tended your forehead against mine
And waited for me
you waited for me
Loves a fooling game
None of us want to be crying tears of pain
even though it feels like..
we’re closer now
and we’ll get closer everyday
I’m trying
ohh, in every kind of way
I don’t want you to be crying tears of pain
even though it feels like..
I’m close to you
i'm still so far away
I love you
but not in the same way
ohh
wah
iOS App: Vibrium: http://goo.gl/AHpBGj
Wei S粉絲團(Facebook)
http://fb.com/snumer1
本頻道已購買音樂授權請安心聆聽
Music has been authorized
更多好聽音樂more music: http://goo.gl/DAw1kP
tended to 在 “Dreams under the midnight sun tended to be highly colored ... 的推薦與評價
Dreams under the midnight sun tended to be highly colored” ... @raquelpenaranda Cretive Direction & Retouch @ushustudio @juliavroman. ... <看更多>