🌻美國生活
越接近八月底, 早晚的溫差越來越大了. 現在到了晚上, 要穿上長袖長褲, 才覺得保暖. 而空氣也跟夏季的感覺起來不同了. 不那麼潮濕, 而有著較爽脆的感覺(英文是用crisp air來形容).
秋天也是菊花的季節. 超市也開始賣起了菊花. 各種顏色的菊花, 大大小小, 排在一起挺漂亮(照片1-3).
🌻疫情受惠科技成長股Zoom(ZM), Crowdstrike(CRWD)昨天跟今天發表財報了. 還是脫離不了魔咒(就是跌).
ZM還沒看. 不過稍微看了CRWD一下. Loss from operations有增加; 有提高全年度的財測. 有空的話, 會在另外一篇寫一下CRWD.
🌻前一陣子一家專門販售燕麥奶(oat milk)的公司, Oatly(OTLY)上市了.
上週去買菜的時候看到, 有好多種oat milk上架. 這還不是在Walmart(覆蓋範圍較大的連鎖超市). 請見第四張照片.
挑股時, 要常問自己的一句話就是, 一家公司的競爭優勢在哪裡.
競爭優勢:
https://wiki.mbalib.com/zh-tw/%E7%AB%9E%E4%BA%89%E4%BC%98%E5%8A%BF
🌻本周做的功課與閱讀
--目前的幾個危機與轉機
1. 西部港口又塞住了-->影響到供應鏈-->影響到零售業&年底購物季? 實體商品也會有cost pressure
2. Delta variant-->九月開學, 回去上班-->九月中疫情再惡化? 是否會影響到股市? 是否會影響到labor market? 九月後trading volume也會增加.
3. 失業救濟將於九月結束;九月學校開學, 家長回去上班-->會壓抑薪資的上漲-->舒緩通膨壓力
--關於大盤
The fact that the selloff petered out so quickly only increases the odds that the next one, whenever it arrives, could be even more violent. “The selloff has come and gone, and equities back at new highs will merely encourage more of the investor behavior that historically precedes larger fragility shocks,” Asis explains.
幾個可以注意的時間點:
9月初: ADP, 非農
9月初~9月中: 持續關注疫情相關新聞
09/21-22: Fed meeting
09/27前: 基建案相關新聞
--投資idea
全世界現在風不調雨不順. 一個氣候變遷的投資題材, 就是水資源了 (怎麼沒想到, 水也是原物料(commodity)的一種.)
Water Is Getting More Expensive. That’s an Opportunity.
At least 50% of the stocks listed in each of the four major U.S. stock indexes are in industries with medium-to-high water risk, according to an analysis by Ceres, says James.
RBC’s investment framework for water focuses on the names at the “higher end” of what it calls the “water valuation continuum.” Those include firms that have “more embedded water technology” such as Xylem (XYL), Evoqua Water Technologies ( AQUA ), Danaher (DHR), and Mueller Water Products (MWA), Dray says.
相關ETF有PIO, PHO.
其他細節:
https://makingsenseofusastocks.blogspot.com/2021/08/blog-post_31.html
🌻名人勵志話語
愛因斯坦:不是因為我有多聰明,而是我和問題相處比較久
It's not that I'm so smart; it's just that I stay with problems longer.
在某種程度上而言, 投資是極為需要耐心的一種活動. 常常有些答案, 不是找不到, 而是自己有沒有耐心與用心. 這跟聰不聰明其實沒有關係.
照片來源: http://swedenborgstudy.org/1039.html
同時也有67部Youtube影片,追蹤數超過16萬的網紅林子安 AnViolin,也在其Youtube影片中提到,■ 更多林子安: INSTAGRAM:https://www.instagram.com/an__official/ FACEBOOK:https://www.facebook.com/Anviolin/ WEIBO:http://weibo.com/u/6511795600 Spotify:htt...
「at odds」的推薦目錄:
- 關於at odds 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於at odds 在 Facebook 的最佳貼文
- 關於at odds 在 Facebook 的精選貼文
- 關於at odds 在 林子安 AnViolin Youtube 的精選貼文
- 關於at odds 在 Joseph Prince Youtube 的精選貼文
- 關於at odds 在 Nguyễn Đức Nam Youtube 的最讚貼文
- 關於at odds 在 Why China and the US are at odds over Taiwan | Start Here 的評價
- 關於at odds 在 At odds - Home | Facebook 的評價
at odds 在 Facebook 的最佳貼文
<新聞> 高盛和美國銀行認為,新興市場失落的十年即將結束
我的看法是,如果從投資角度來看剛好相反。
新興市場最好的時間,大概就是 2020 年,
而接下來應該會相對已開發國家弱個兩、三年左右。
直到美國下一次的大放水~
-------------------------------------
大宗商品價格上漲和對盈利增長的預期正在點燃對新興市場股票的看漲押注,此前新興市場股票表現不佳,導致新興市場股票相對於發達國家股票接近 20 年低點
據美國銀行稱,隨著投資者轉向價值股,自 3 月份以來,資本流入東歐、中東和非洲新興市場股票的速度加快,超過了 2014 年以來最多的債券基金流入。
“鑑於宏觀驅動因素和股票估值的支持,我們預計這一趨勢將繼續,”美國銀行跨資產策略師 Jure Jeric 在一份報告中表示。他表示,儘管能源行業迄今為止一直是最大的受益者,支撐了俄羅斯股市,但流入其他價值行業(包括金融和材料)的資金仍有增加的空間,其中南非將受到後者的提振。
Lazard 表示,雖然新興市場的 GDP 增長在 2021 年落後於發達國家,但隨著發達經濟體活動開始放緩和大宗商品價格上漲,這種情況可能會在第四季度開始發生變化。
at odds 在 Facebook 的精選貼文
So many photos I wanted to post for World Indigenous Day today but I chose these, cause I miss sharing the stage and the music. The love we have for sape’ is beyond the music, it’s the stories, the fellowship, the art, the language, the rivers and rainforests. How a minority identity can survive and thrive through an instrument.
If I could ask you to support cultural arts where you can, cause those who practice it really have a great love and a mission to share something more than the product with you, and against all odds will strive to achieve that even if the road is not a straight one.
I truly believe there’s so much we can learn about ourselves and the world through indigenous arts.
Photos ~ L to R Salomon Gau, Luyoh, me, Jimpau Balan, Mathew Ngau. All of the uncles are sape’ masters, & uncle Luyoh is one of the very few nose flute musicians. It was an absolute honour to be invited to perform with them in 2017.
Second photo of my lifelong sape’ teacher, uncle Mathew.
Third photo of my cousins & I preparing to perform at Rainforest World Music Festival around 2004 as the first girls to perform sape’
#WorldIndigenousDay #indigenous #musician #indigena #native #dayak #sarawak #sape #borneo
at odds 在 林子安 AnViolin Youtube 的精選貼文
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🎶樂譜連結 Sheet Music🎶
https://gum.co/UQlCy
(台灣請用蝦皮)https://shopee.tw/product/260436562/4891947328?smtt=0.260438387-1623995644.9
--
周興哲《你,好不好》小提琴版本 | Violin cover by Lin Tzu An of How Have You Been? by Eric Chou
已經到2021年了,聽到這首2016年度金曲還在哭的人舉手!!
在濃厚情感律動和沈穩踏實的旋律中,藏著歌曲獨有的孤獨感,緩緩用提琴說出記憶深處的愛情。
那種很思念很思念一個人的感覺,當對方不在自己身邊時,總會想起相處的點點滴滴,無論酸甜苦辣,多希望時間可以停留在甜蜜美好的那一刻。
雖然不厭其煩說了幾次,但不論是感情還是親情友情,在一起時都要好好珍惜彼此一起走過這段路,千萬別到對方終於離開,才意識到離開的人多麼重要喔。
信義區香堤大道街頭演出變成登記制了,想聽我live版演出相關資訊,請追蹤Instagram限時動態!
--
Inseparable only begins to tell our story. How two parts of the same whole found each other against impossible odds. I still remember us saying like we were twins being separated and that so many different words that barely capture the essence of our bond.
It's the time to say goodbye, however. The hardest part about losing a love is having this new language and nobody to speak with it like you did. Thank you for part of my journey.
Next time be the one speaks my language so I don't have to spend a lifetime translating to my soul.
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Another week, another cover. Let's goooo, hope y’all like this!
Visit me at Taipei Shin Kong Mitsukoshi Xinyi Plaza to enjoy more my live cover songs. Check it out details on my Instagram stories!
--
編曲Arrange:林子安 Lin Tzu An
混音mix:林子安 Lin Tzu An
小提琴 Violin: 林子安 Lin Tzu An
攝影師剪接師 Photographer & Film editor: Santon.W
文字編輯 Social media editor/manager: Lily Wu
--
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--
【Cover by AnViolin】每週上傳新的小提琴cover影片,
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--
#周興哲
#EricChou
#你好不好
#주흥철
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#林子安
#林子安小提琴
at odds 在 Joseph Prince Youtube 的精選貼文
This excerpt is from: Faith That Delights The Lord (24 Dec 2020)
Get the full message:
Joseph Prince app - https://josephprince.app.link/HdNG9p2updb
JosephPrince.com - https://bit.ly/3834H6q
Faith delights the Lord because it opens the floodgates for His breakthroughs and miracles to flow into your life! From the stories of underdogs in the Bible who faced impossible odds with unstoppable faith, find out how you, too, can face life and all its challenges with the same spirit of faith and possess every blessing the Lord freely and lavishly wants to give you. Discover keys that will help you:
• Have faith spring forth effortlessly when you see God as a good God who is for you.
• Boldly ask your heavenly Father for the blessings that are rightfully yours in Christ—including flourishing family relationships, divine healing, and protection.
• Position yourself for your miracle by focusing on the Lord’s love for you instead of your love for Him.
• Live with hope when you see how He is constantly working behind the scenes, even in your darkest moments, to make everything work together for your good.
Beloved, begin to walk in the kind of faith that pleases the Lord and start living the abundant life He has for you!
Chapters:
0:00 The Daughters Of Zelophehad And How They Changed Their Destiny
2:03 God Loves Bold Faith!
4:31 Have You Claimed Your God-Given Inheritance?
4:53 The Story Of Achsah And How She Changed Her Destiny
6:15 Receive This Blessing For Your Families
7:39 The Story Of Jabez And How He Changed His Destiny
8:18 Will You Possess Your Possessions Today?
Subscribe for free official sermon notes at: http://josephprince.com/sermon-notes
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#josephprince #2020sermon #josephprincefeatured
at odds 在 Nguyễn Đức Nam Youtube 的最讚貼文
ESPN FIRST TAKE | SHAQ joins Stephen A. Smith on Lakers have beat odds to win 2021 NBA Title at +240
at odds 在 At odds - Home | Facebook 的推薦與評價
At odds. 689 likes · 64 talking about this. With over 40 years of experience in the footwear industry in South Africa, each member of our family brings... ... <看更多>
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