橡樹資本 Howard Marks 的新 memo,每次都會貼出來,建議可以看完,但我抓一點來寫心得好了。
The renewed spike of Covid-19 cases has caused the reopening of the U.S. economy in some areas to be delayed or reversed.
- 二次疫情導致再封或延遲開放,已知
The emergence of politics as the general election approaches decreases, in my opinion, the likelihood that future support payments will be as generous as the early rounds.
- 合理,流動性問題解決了,失業慢慢解決當然不用大撒幣了,但是施點小恩惠仍可期
People with the choice may not return to the office for several months, holding back both overall productivity and the recovery of businesses that exist to serve office populations.
- 後疫情現象,已知
People who are reliant on mass transit to commute to work – or on schools to care for their kids – may be slower to return to work than they otherwise would be.
- 難怪腳踏車相關股認真的在噴?無法大眾運輸改騎腳踏車
Some industries whose business models have been affected – like airlines, resorts and entertainment – may take years to recover to their prior levels.
- 已知,所以才在節目講說還躺在地上的股票不要亂撿,以風險程度來說飯店、航空、渡假村、實體娛樂相關產業>>>>>>> 民生、軍武,且可能是下一個破產的熱門人選
Many restaurants and other small businesses may never reopen.
- 已知,疫情會改變許多人的生活型態
With industries evolving, more being done digitally and management teams having had an opportunity to watch their companies function with fewer people, some jobs may never return.
- 疫情後有些公司會發現原來這麼多冗員,原來少少的人配上最新科技根本就能運作,所以會有人失業也是已知
Finally, the pandemic has accelerated preexisting trends such as automation and the decline of brick-and-mortar retail, and thus their contribution to job losses.
- 所以電商噴爆,合理
https://www.oaktreecapital.com/docs/default-source/memos/timeforthinking.pdf
同時也有1部Youtube影片,追蹤數超過54萬的網紅三年食太郎,也在其Youtube影片中提到,撮影協力:二○加屋長介 大手町店(TRANSIT GENERAL OFFICE) HP:https://www.transit-web.com/content/shops/niwakaya_chosuke/niwakaya_chosuke_otemachi/ 三年食太郎 主にチャレンジメニューや、...
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transit general office 在 MIDWAY Facebook 的精選貼文
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|MIDWAY JOURNAL extra.|230 - 商店故事 從工藝到餐桌 Vermicular Village
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Vermicular Village 由兩棟相隔百多米的建築物組成,分別是複合辦公室、商店與工作坊的 STUDIO AREA 及擁有烘焙店及餐廳的DINE AREA。負責整個企劃的是日本餐飲企業 TRANSIT GENERAL OFFICE INC.,他們不但找來長久合作夥伴LINE-INC.為其設計室內空間,更委託CLASKA Gallery & Shop "DO"開發商店部份的選貨,以其他專才負責品牌不熟悉的地方,Vermicular只需要專心把鑄鐵鍋具做好,把創造最高體驗的責任交給其他人。
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𝗙𝗢𝗟𝗟𝗢𝗪 𝗧𝗔𝗚 → #midwayTokyo
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transit general office 在 Vaughan (ヴォーン) Facebook 的最佳貼文
Congrats to Sadahiro Nakamura, Naoya Akagawa + Transit General Office INC. for opening LITTLE DARLING 💥 Never seen a space like this in Japan before, and the branding is so on point! Grand Opening today!
transit general office 在 三年食太郎 Youtube 的最讚貼文
撮影協力:二○加屋長介 大手町店(TRANSIT GENERAL OFFICE)
HP:https://www.transit-web.com/content/shops/niwakaya_chosuke/niwakaya_chosuke_otemachi/
三年食太郎
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transit general office 在 Transit General Office INC. | Shibuya-ku Tokyo - Facebook 的推薦與評價
Transit General Office INC., 東京都 渋谷区. 5930 likes · 42 talking about this · 264 were here. TRANSIT GENERAL OFFICE... ... <看更多>