又一個駁唔到
前瑞典首相Carl Bildt打完歐盟再打美國個Man of the Year幾巴,
"Expectations were very high when Joe Biden came in - probably too high, they were unrealistic. His 'America is back' suggested a golden age in our relations. But it didn't happen and there's been a shift in a fairly short period of time. The complete lack of consultations over the withdrawal has left a scar."
(响完全無通知之下咁樣撤軍,個關系會留底好大條疤痕。响拜登上任嘅時候(班友)期望太高喇,成班可能high到超現實。佢嗰所謂"America is Back"係指以前大家關系最好嘅黃金時代,但根本無出現到囉,極其量只係好短暫嘅調節。)
"There was a time when the US talked about upholding the global order. But that is not the language now coming out of the White House."
(曾幾何時美國係會話自己維護國際秩序,依家白宮無資格講呢句嘢囉。)
#國際級駁唔到糸列
報導:
《BBC》How Europe's relationship with Joe Biden turned sour
https://www.bbc.co.uk/news/world-europe-58416848
***************************************
📢月頭乞食:文字、時間與心血有價
🥣乞兒兜(月頭課金係最抵):
https://www.patreon.com/goodbyehkhellouk
最近更新:
八屆Paralympics,從游泳到單車十七面金牌打破英國紀錄
https://bit.ly/3zGwaGl
英國首相用邏輯抽擊
https://bit.ly/2WPuPiq
英國電視監管機構Ofcom,再一次守住言論自由
https://bit.ly/3zD6b2x
Podcast:近代阿富汗與塔利班點黎
https://bit.ly/3jAElyF
***************************************
同時也有9部Youtube影片,追蹤數超過75萬的網紅志祺七七 X 圖文不符,也在其Youtube影片中提到,本集廣告與「圖文不符上課囉」合作播出 版塊 Block Studio 首度開課,和你分享 #動態特效網站 的設計秘訣! ▹▹▹ http://bit.ly/webdesign77 課程以版塊團隊的核心設計流程 #動態回推設計 及 #大量實際案例,帶你: ☑️ 掌握版塊的網站佈局思維,培養對動態...
「global sour」的推薦目錄:
- 關於global sour 在 Goodbye HK, Hello UK Facebook 的最讚貼文
- 關於global sour 在 貓的成長美股異想世界 Facebook 的精選貼文
- 關於global sour 在 『凱琳娜』微笑生活 Facebook 的精選貼文
- 關於global sour 在 志祺七七 X 圖文不符 Youtube 的最佳貼文
- 關於global sour 在 LadyMoko Youtube 的最讚貼文
- 關於global sour 在 P-can .FACTORY Youtube 的最佳解答
- 關於global sour 在 Sourcibo - Global B2B Sourcing Platform - Home | Facebook 的評價
global sour 在 貓的成長美股異想世界 Facebook 的精選貼文
🌻美國生活
打了疫苗後, 在上週進城了一趟.
許久未出門的感覺很奇妙. 進了城, 也感到大家的生活還是如往常一般, 只是餐廳沒甚麼人(都用電話下單, 或是當場點了東西後就走), 許多人(並不是全部)的臉上也多了個口罩. 旅館的人倒是不多. 但商家停車場的車子應該如往常一樣, 沒有減少.
每次進城, 也一定會到Chipotle打牙祭. 這次試了他們新的飯(參雜了cauliflower花椰菜), 酸酸滋味, 配上原來burrito裡面就有的料, 真的是開胃又好吃, 一口接一口.
最近吃了三家不同的burrito, 還是覺得Chipotle的最好吃. 我想原因之一(不知道我的觀察有沒有誤), 可能是他們把不同口感的配料加在一起時, 有多家一道手續, 讓新鮮脆口的生菜, 烤熟的肉類, sour cream與其他配料均勻地被融合起來, 也讓滋味豐富了起來. 不像其他家的burrito, 一口咬下去, 就是飯, 或是豆類, 分得很清楚, 而沒有不同食材所帶來的多層次的口感.
Anyway. 附上這次進城照的幾張照片在下方.
🌻My happiness project: 年報財報導讀
股市對我來說像戰場; 年報財報就像是兵書. 而一家家公司的年報財報, 對我來說, 就像是故事書一樣, 述說著公司的成長營運軌跡. 做了這些功課後, 持股也會有信心. "Buy and do homework," 是我認為投資該有的態度.
下半年時間比較多, 所以想抽一點時間出來, 跟對看年報財報有興趣的投資人一起來讀資料, 順便藉此分享我是如何抓重點&透過年報財報來做思考的. 也想要藉此來宣揚看年報財報的好處&消除投資人對英文年報財報可能會有的恐懼感. Anyway. 這只是初步的想法. 若要實行也會是九月的事情了.
不過先錄了一段影片, 解釋我是怎麼做財報內容&電話會議內容整理的: https://youtu.be/vvkrs6CiWdw
🌻本周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/05/blog-post_19.html
這次的閱讀中, 跟成長股比較有關的是這段. 目前成長股也被重新定價中, 所以建議成長股投資人在挑股的時候, 盡量找有現金流, 還有獲利的公司.
"That’s true even for the highflying growth stocks that have been getting hit so hard recently—as long as they have earnings. Adam Parker, founder of Trivariate Research, notes that following large growth selloffs, S&P 500 growth stocks with both free cash flow and expanding margins tend to outperform in the months ahead. That means favoring stocks like ServiceNow (ticker: NOW) and Advanced Micro Devices (AMD) over shares of Chegg (CHGG) and Twitter (TWTR). “Buy some growth stocks on the selloff, but they have to have positive free cash flow and margin expansion,” Parker says."
🌻投資金句
"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
🌻The Future of Work
看到BofA寫的這一段, 覺得挺感動的. 這也是投資的目的之一, 能夠藉著這個方式, 來接觸到世界的脈動.
The Future of Work
Thematic Research
BofA Global Research
bofa.com
May 12: The future of work is not zero-sum between humanity and technology. We believe humans can collaborate with and work alongside robots, rather than be displaced by them, and that technology can create more jobs than it destroys. By 2025 alone, the WEF [World Economic Forum] thinks automation will add 12 million net new jobs, with robots eliminating 85 million jobs but creating 97 million new ones. Other grounds for optimism include: (1) 65% of children starting school today will work in jobs that have not been invented yet; (2) “new” collar jobs will be generated from well-placed thematic sectors like healthcare, renewables, new mobility, or even moonshot technologies; and (3) we might actually be more productive and have more leisure time if robots can relieve us of more mundane, repetitive everyday tasks. We have identified $14 trillion in market cap of enablers for the future of work. Technology, industrials, and medtech are some key beneficiaries. We also see opportunities in education and the upskilling/retraining of workers by corporates. Conversely, commercial real estate/offices and legacy transport are some of the sectors facing headwinds...
So, what are the truly futuristic jobs that could be invented? Data-privacy managers, nanomedicine surgeons, lab-meat scientists, blockchain strategists, space-tourist guides, freelance biohackers, AI avatar designers, 3D food-printer chefs, leisure-time planners, ethical algorithm programmers, and brain simulation specialists, to name but a few.
🌻Dividend Growers’ Allure
這段從股息的角度, 來講解傳統價值股跟成長股的不同處.
Dividend Growers’ Allure
Insights & Commentaries
Washington Crossing Advisors
washingtoncrossingadvisors.com
May 10: Buy quality stocks that increase dividends regularly. This simple strategy takes a long-term view of investing and focuses on the dividend, not the stock price. Passive income generated from dividend growth has two main benefits. First, it focuses your investment strategy on cash-generating, growing companies. Second, it tends to lead to quality businesses that are neither too young nor too old.
Why is this so? Almost by definition, a dividend-growing company tends to cover expenses with rising cash flow. And which companies do these tend to be? They tend to be profitable, established companies in the middle of their corporate life cycle. By contrast, young companies tend to be burning cash, constantly in need of capital, and face a higher risk of failure. Such young firms tend to not pay dividends at all as they are consumed with growth. On the other hand, older companies often funnel most or all cash to investors as dividends because viable investments can no longer be found. These firms are often in decline and offer little growth, often reflected in a high current yield.
Picture:
1. Chipotle內部. 可以看到有個取餐的架子. 餐廳人員也不時在電腦螢幕前, 看進來的訂單, 備菜.
2. 旅館外一區. 面向密西根湖.
3. CSX, Union Pacific的火車廂(這兩家都有上市)
global sour 在 『凱琳娜』微笑生活 Facebook 的精選貼文
#娜娜巴黎聖誕旅遊扎記🎄
#留言跟娜娜互動隨機送小禮物唷
今年聖誕太幸福了♥️可以來法國🇫🇷
早上迎接了巴黎難得的藍天白雲☀️
今天行程就是吃吃喝喝熟悉新生活圈
#其實是換民宿搬家太累不小心又睡太久🙈
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顛覆味覺的鹹薄餅口味♥️ #Oslo 煙燻鮭魚搭配沙拉&goat cheese&sour cream💯 腦公點的 #LaNormande 烤蘋果的焦糖香味搭配一球香草冰淇淋🍦完全不雷的法式薄餅店
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晚餐原本要去吃 #PedraAlta 龍蝦大餐🦞 沒想到聖誕夜沒開😭 後來決定到附近比利時餐廳吃滿滿淡菜,這家生意超級好都晚上9點還大排長龍❗淡菜端出來真的很驚人🤭 很鮮甜好吃👍飯後的waffle搭配巧克力和香草冰淇淋~完美😍😍
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輸入娜娜專屬的代碼carina,即可獲得全航線8折+寄件免運折扣唷💕
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🉐實際使用心得分享
📝 日本 http://carina.tw/global-wifi/
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『凱琳娜』微笑生活Carina's Smile Life
📝追蹤部落格 http://carina.tw
💬LINE@生活圈 https://goo.gl/JvE1rC
📷加人Instagram https://goo.gl/Zg54Tr
📌搶先看粉絲專頁 https://goo.gl/vc6gGF
🔔加入娜娜代購社團 https://goo.gl/44mNmf
global sour 在 志祺七七 X 圖文不符 Youtube 的最佳貼文
本集廣告與「圖文不符上課囉」合作播出
版塊 Block Studio 首度開課,和你分享 #動態特效網站 的設計秘訣!
▹▹▹ http://bit.ly/webdesign77
課程以版塊團隊的核心設計流程 #動態回推設計 及 #大量實際案例,帶你:
☑️ 掌握版塊的網站佈局思維,培養對動態特效的敏銳度
☑️ 擴展思考面向,想到別人想不到的厲害創意
☑️ 學會配置動態特效,提升網站吸睛度
☑️ 雕琢網站設計細節,帶給使用者更驚喜的體驗
課程募資優惠中,6/25 前只要 2400 元 #現省800
6/16 前購買再享早鳥好禮 #設計工程協作檢核表
立即加入課程,跟著版塊一起用動態特效,點滿網站視覺創意吧!
▹▹▹ http://bit.ly/webdesign77
本集節目內容由志祺七七頻道製作,不代表「圖文不符上課囉/版塊 Block Studio 」立場。
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各節重點:
00:00 前導
01:17「動態特效網站課程募資 」廣告段落
02:17 什麼是植物奶?
03:21 植物奶風潮
04:48 植物奶的爭議-Oatly
06:23 植物奶真的環保嗎?
07:45 植物奶更健康?
09:16 我們的觀點
10:19 提問
10:37 結尾
【 製作團隊 】
|企劃:蛋糕說話時屑屑請閉嘴
|腳本:蛋糕說話時屑屑請閉嘴
|編輯:土龍
|剪輯後製:絲繡
|剪輯助理:歆雅/珊珊
|演出:志祺
——
【 本集參考資料 】
→Almonds are out. Dairy is a disaster. So what milk should we drink?:https://bit.ly/3gCEyhZ
→星巴克、Blue Bottle 都使用!解決乳糖不耐症又環保,全球爆紅的「燕麥奶」到底是什麼?:https://bit.ly/3xr0F1J
→Poore, J., & Nemecek, T. (2018). Reducing food’s environmental impacts through producers and consumers. Science, 360(6392), 987-992.
→植物奶是怎麼做的?手工與包裝產品有何不同?:https://bit.ly/3pUogVP
→Plant Milk Market Revenue to Hit $21 Billion by 2026, Says Global Market Insights, Inc.:https://prn.to/3zsbHW7
→植物奶是奶類嗎?豆奶、燕麥奶、椰奶、杏仁奶是屬於哪一類?喝杏仁奶可以豐胸?:https://bit.ly/3vyPd2N
→Which Plant-Based Milk Is Best for the Environment?:https://bit.ly/3pSAhuZ
→衛生福利部 國民健康署:https://bit.ly/3wubbFo
→The 9 Best Nondairy Substitutes for Milk:https://bit.ly/2TXvQTE
→White gold: the unstoppable rise of alternative milks:https://bit.ly/3cJf8Op
→Crying over plant-based milk: neither science nor history favours a dairy monopoly:https://bit.ly/2SqZdh1
→Vegan ‘dairy’ products face EU ban from using milk cartons and yoghurt pots – and UK could be next:https://bit.ly/3gkHb97
→Plant-based food industry fights EU proposal to ban dairy comparisons:https://reut.rs/3wrTEh1
→Which ‘milk’ is best for the environment? We compared dairy, nut, soy, hemp and grain milks:https://bit.ly/3xr0RxZ
→Hey, Where’s My Oat Milk?:https://bit.ly/3cJK4y3
→Activists sour on Oatly vegan milk after stake sold to Trump-linked Blackstone:https://bit.ly/3gmN2uA
→燕麥奶 Oatly 接受黑石的投資,錯了嗎?:https://bit.ly/3vpljhc
→不只人造肉!燕麥奶夯遭瘋搶,黑石等砸 2 億美元入股:https://bit.ly/2UaPewR
→迎接大股東後反遭抵制?知名燕麥奶品牌「Oatly」環保形象因2億美元而「黑」了!:https://bit.ly/3gp0jTn
→喝牛奶會不會導致過敏體質與癌症?:https://bit.ly/3gphuEt
\每週7天,每天7點,每次7分鐘,和我們一起了解更多有趣的生活議題吧!/
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![post-title](https://i.ytimg.com/vi/pQJrvtYmBHE/hqdefault.jpg)
global sour 在 LadyMoko Youtube 的最讚貼文
Subscribe LadyMoko👉 https://bit.ly/2JUIR6m
“Mr. Cheesecake” one of the most famous cheese cake shop in Tokyo, Japan has made public their cheesecake recipe during this global pandemic with countries on lock down.
I modified the recipe a little bit due to the size of my mould.
This Japanese cheesecake tastes very light, delicate and also very creamy. I really really like it!
✒Recipe (17* 7.5* 5 cm)
00:00 Intro
00:14 Heavy Cream 75g、Vanilla Extract 1T
00:17 White Chocolate 40g
00:27 Cream Cheese 150g
00:29 Sugar 75g
00:37 Sour Cream 135g
💟Only 2 Ingredients Handmade Sour Cream: https://youtu.be/lMRfRO8I_3k
00:38 Yogurt 40g
00:43 1,5 Eggs
00:53 Corn Starch 15g
00:56 Lemon Juice 7g
Hope you enjoy this recipe!
*Other recipe videos you may be interested*
💟Only 2 Ingredients Handmade Sour Cream: https://youtu.be/lMRfRO8I_3k
✅Matcha Basque Burnt Cheesecake Recipe: https://youtu.be/2xcK33E6ijk
✅Matcha & Strawberry Tiramisu w/ Lotus crumble Recipe: https://youtu.be/YVdfRnVlftM
✅Vegan Chocolate Chip Cookies Recipe, Ideal VS Reality: https://youtu.be/AkDdqir2mOg
✅Strawberry Matcha Chocolate Cupcake Recipe:https://youtu.be/trc2Ch2-jjo
✅Amazing Matcha Brownies:https://youtu.be/kOoyGnY8U2U
✅Simple Vegan Banana Cake/Bread Recipe:https://youtu.be/CL7oAZ8Z-_0
✅Matcha Green Tea Caramel Pudding Recipe:https://youtu.be/pRi8jLxveZk
✅BEST MATCHA CINNAMON ROLL RECIPE IN THE WORLD:https://youtu.be/sn6HLUBgtbk
Thanks for watching, hope you enjoy my video!
Please give the video a thumbs up and subscribe my channel:)
📌More Moko:
Blog : https://ladymoko.com/
FanPage : https://www.facebook.com/lovedach
Instagram:https://www.instagram.com/ladymoko_com/
Contact:lovelydach@hotmail.com
![post-title](https://i.ytimg.com/vi/emieFMrHb0E/hqdefault.jpg)
global sour 在 P-can .FACTORY Youtube 的最佳解答
P-can Factory movies
http://www.youtube.com/user/R21FILM
2012&Good movies
http://www.youtube.com/playlist?list=PLE0B181B129651B67&feature=plcp
Keep smile
愉快な仲間で繰り広げられる楽しい旅の形
第四話はアクロス重信でキャンプだよ。
キープスマイルキャンプINアクロスに参加してくれた皆様
ありがとうございました!!
キープスマイルプレイリスト
http://www.youtube.com/user/R21FILM#g/c/DB983CC3AE0041C8
ホームページは
http://p-can.tv/snow/?page_id=561
日本を代表するスノーボーダーがスノーボードを楽しむ!飲む!騒ぐ!
プロスノーボーダーがスノーボードがうまいのは当たり前!
しかし、他のスポーツをしたらどうなのか!?
やっぱり、うまいのか!?
下手なのか!?
他のスポーツが出来なくてもスノーボードはできるんだ!?みたいな!!
みんなに夢と希望と笑いをプレゼント!!
僕たちの違う一面を見てください!!!
とにかく楽しんでるLIFESTYLEをどうぞ!!!
【谷口尊人(たにぐち・たかと)】
スポンサー
ALLIAN REW エビス HEAD ザムスト チームアルビレックス新潟 ガリウムWAX
P-can FACTORYの代表、そしてプロスノーボーダー。
【高橋烈男(たかはし・れお)】
スポンサー
STEPCHILD, NOMIS, THIRTYTWO, TECHNINE, DROP , NEFF ,
SIEGE AUDIO, EVOC, ELECTRIC, APPLERIND, GoPro (MOTO禅 )
SOUR CREAM, MAGICAL GOGO , LIFE TIME COLLECTIVE,
anvil , Office Ray For Business Consulting , 技巧屋,
GARAGE HOT GEAR , GO-GO FACTORY
【細野大輔(ほその・だいすけ】
スポンサー
HEAD SNOWBOARDS O'neill DICE LEVEL GLOVE
マツモトワックス クリプトン Three Weather Murasaki sports 神田店
Team Albrex 新潟 妙高SDS SNOWOLF (有)オフィスホソノ
Soleman仁 S-AIR BLUETAG.JP
2010年両膝前十字断裂、両膝半月板損傷という大怪我をする。
懸命なリハビリにより1年で大会復帰をする。
【大竹延王(おおたけのぶお)】
スポンサー
YONEX・SMITH・eska・Angle Vrancket・マツモトワックス・rules・SnowCarve
チームアルビレックス新潟・JWSC・池の平温泉スキー場・温泉カフェ・妙高高原ビール
ヘアーサロン 華・笹島鈑金
日本一のパークプロデューサーとしてスノーボード業界に一石を投じる
【田中幸(たなか・さち)】
スポンサー
K2/A7/OAKLEY/ムラサキスポーツ
Grag/ROWARD/audryjones/kanaria i
TUBBS/atla/POMPOMwax/naturalee/A-X重信
よーじや/GLACEAU/MAX/DC(street)/CORAZON
collc/SNOWLAB.
2007年・2008年TWSJスノーボーダーアワードRider's Choice2年連続1位。
韓国・香港にも活動を広げ、
アパレルブランド[Mushi (マッシュ)]をプロデュース
http://happystreet.cc/
mush カメラマン
nomis、GRAYsnowboards、ECU、SOURCREAM、dmk GLOBAL、SCORPION HEADWEAR AIRBLASTER
![post-title](https://i.ytimg.com/vi/sA9uY4HUiIw/hqdefault.jpg)
global sour 在 Sourcibo - Global B2B Sourcing Platform - Home | Facebook 的推薦與評價
Sourcibo - Global B2B Sourcing Platform. 23 likes. Sourcing Connection Platform that will help you connect with retailers and product makers to expand... ... <看更多>