關於 goods意思 ，我們在網路上蒐集到這些相關的討論、資訊與評價

In vacation mode. A busy week for earnings, but I hope it will be a week for me to relax.

🌻CPI
"There are four main trends underlying the June inflation report. First are the items where prices fell sharply at the start of the pandemic and that are now returning to their pre-pandemic levels. Second are items where prices have temporarily risen above their pre-pandemic levels due to supply constraints and could come down. Third are items where prices are likely settling at a permanently higher level. And fourth are items where price increases have slowed rather than accelerated as a result of the pandemic, at least for now."

"Increases in owners’ equivalent rents—the Labor Department’s estimate of what homeowners would have to pay each month if they were renting their own home—also haven’t rebounded very far."

"Those prices could pick up in the months ahead, Ms. Bostjancic said, in part due to rapid increases in home prices. It takes about 18 months for a rise in real-estate prices to translate into stronger owners’ equivalent rents, she said.

“That’s one of those categories that needs to catch up following the worst of the pandemic,” she said.

That could add to inflation pressures in the coming months. Shelter costs represent almost a third of the basket of goods and services that the department looks at to calculate overall inflation."

Source: https://www.wsj.com/articles/inflation-hits-some-prices-more-than-others-11626187838

🌻附上本周發表財報公司一覽表.
上週的類股表現, 並不是很好(連大型股都在跌). 看看這周的財報結果會不會有幫助.

🌻針對餐飲業做了些研究. 筆記可在下兩個地方找到.

https://docs.google.com/document/d/1fhdoW1ah60klvwZGvejQ84WNz_EKgMAL_GZURDXsCo4/edit?usp=sharing

https://docs.google.com/document/d/1KOheA9qkAFoC0swFaNZVmnDtwK_hEbXou32FSA4Lqfo/edit?usp=sharing

目前餐飲業的窘境: 餐飲業在各產業中, 薪資較低. 疫情後, 因有人怕被病毒傳染(因為餐飲業是與人高度接觸的行業之一), 或是轉往薪資較高的產業, 或是想找到生活上的平衡(因為餐飲業時間特殊), 或因為家中有幼孩需要照顧, 所以餐飲業人力資源在疫情後反彈的情況, 不若其他產業. 解法? Technology.

Pictures:
1. A Companion of Diana (1724) by Jean-Louise Lemonyne. National Art Gallery (in Washington D.C.)珍藏.
https://www.nga.gov/collection/art-object-page.1272.html
狄阿娜（拉丁語：Diana），羅馬神話中的月亮女神和狩獵女神，眾神之王朱庇特和溫柔的暗夜女神拉托娜的女兒，太陽神阿波羅的孿生姐妹。
https://zh.wikipedia.org/zh-hant/%E7%8B%84%E9%98%BF%E5%A8%9C
2. 點外帶的時候, 看到這張速食店缺工造成不便的告示, 意思就是, 因為缺工, 加上食物都是現做, 難免比之前更慢了. 請不要因此而發脾氣. 很辛苦的餐飲人員.
3. From earningswhispers.com

🌻另一個Zoom會議(第二次貼......有補上一些內容)
繼上次的年報導讀會議後, 讓我們再做另一個會議! 這次很榮幸邀請到一位對估值很有見解的股友前輩來帶大家了解估值(恩, 這次我會是主持人, 不是主講人).
主題: 估值(valuation)分享會(Cat: 這不算基礎的估值會議)
主講人: 小揚(from安泰價值投資)
https://www.facebook.com/antaiinvestment　(此為小揚的粉絲頁)
參與者: 具基本估值能力. 若打算參加者, 請事先跟我(請私訊)提出一個關於估值的case study, 到時候可在會議中分享(最好是以投影片形式呈現, 這樣到時候好跟大家分享). 若有估值的問題, 也可以提出.
Case study可以是美股, 也可以是台股.
時間: 台灣時間07/10 (周六)晚間９點.
預計一個小時(不會像上次那樣冗長了😅): 前30分鐘由小揚做分享, 後30分鐘大家分享估值案例&提問
進行方式: 以Zoom進行(之後會私訊會議資訊給參與者)

🌻Morgan Stanley Mid-year Investor Outlook: A tricky transition

https://www.morganstanley.com/ideas/midyear-2021-global-markets-outlook

🌻在您投資生涯中, 有沒有一些觀念讓您受用很多?
下面這位投資名人的好觀念影響我很深. 他的意思是, 一般投資人, 只要能説出三個買一家公司的理由, 就很夠了. 這也迫使我, 每次在買股票時, 問自己對這家公司的了解有多少. 也會去衡量公司的優點與缺點在哪裡.

"It is vital (重要的) that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks."

全文在此:
Jim Cramer: In Times Like This, Go for the Easy Money
Look at the stocks you own. Can you tell me why you've got them? If you can't answer the following three questions, then have a look at several I like right now.

We've endured the meme stock craziness, with all of its love for heavily shorted stocks. We have watched the collapse of bitcoin to levels viewed as shocking, even if they are still more than double where they were not that long ago. We've dealt with Fed officials making it clear that they are no longer on the side of the bulls or the bears. They are on the side of job growth, but are wary of inflation. We've seen the end of the rush to get vaccines, which means that millions of people are going to get the new COVID variant, because there is no natural immunity to it. We've watched as the hopes for an infrastructure bill have collapsed. We've endured shortages of everything from chips to plastic to imported goods and labor.

And we're still standing, yeah, yeah, yeah.

Yep, we are in one of those halcyon moments, where the masks are off -- even if they shouldn't be -- and Americans are back doing what they do best: consume, spend, go out to eat and then consume and spend some more.

There are times in the stock market where the collective mindset is revealed. This is one of those times: Things are cool, it's not a big moment, there's no real news for a bit, it's the historically strong period and we can reach some conclusions about where we are.

When things are like this, it is important to remember that buyers like to revert to tried-and-true companies that thrive no matter what. These are companies that have an edge and are better at what they do than other companies.

You know that I am a great believer in index funds, that the average person doesn't have the time or the inclination to research individual stocks. It's a difficult barrier. I think you need to make time to read the quarterly report and listen to the conference call, to Google articles and, if possible, get some research about the companies you own. It is vital that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks. I am reminded by this, because, once again, without a mask, I can be recognized and if I am not holding "Nvidia the Second," I can carry on a conversation.

I have had many in the last two weeks and when I have asked this litany of questions, I find myself at a loss as to why almost no one knew what they owned. But they thirsted for individual stocks, because they, like me, think things are better post pandemic. No, that's not a facetious comment. Many, many stocks did better with a stay-at-home economy. A huge number.

So what do I do? I revert to what others do when you are stumped about how to stay in touch with stocks, but want to do less homework. That means buying stocks that are accessible, not stocks like Unity (U) or Snowflake (SNOW) or Twilio (TWLO) or Okta (OKTA) .

I revert to normal businesses people know and I suggest they Google some articles, peruse the conference call, but, above all, like the company's products so you can buy more if it goes down.

Here's some that I have been telling people I like:

First is Ford (F) . I think the Ford lineup is amazing. The electric F-150 series will be incredible. I am eager to get a Maverick for my family, because it is a smaller pickup that will get the job done for the myriad little things I need to do with this farm I bought from that crazy bitcoin foray. I like the competitive edge of the CEO, who says he is going to bury Elon Musk when the Lightning comes out. I even think the Bronco is cool as all get out. Most important, though? I think the chip shortage is ending. My semiconductor friends are telling me the foundries are producing more feature-rich chips and that means Ford can pump out the trucks small business people love and need. Plus, the used car prices at last have plateaued, according to their most important pricing index. Halcyon times.

Second, Costco (COST) : The samples are coming back. Tell me you don't love the samples. You need things in bulk. You want low prices. You want to get all of the things that people don't think of with Costco, like insurance, hearing-aids -- hey, they are a fortune -- jewelry, things around the house. You go and you will buy far more than you first came for. My kind of store.

The kids love this American Eagle Outfitters (AEO) , which we just bought for my charitable trust, which you can follow along by joining the Action Alerts PLUS club. Jay Schottenstein, the CEO, came on "Mad Money" recently and it's clear that his Aerie model has real staying power: 26 consecutive quarters of double digit growth. No flash in the pan, that one. Number one brand in jeans for the 15 to 25 year old group. The best in the mall. How did I know this? I see the credit card bills.

I got up this morning to do my physical therapy. I have been doing it ever since I hurt my back in February. I have this really cool pair of sneakers that fit me perfectly and I love them, but I am fortunate enough to have a vacation house and I am always taking those shoes with me.

So I went on Amazon (AMZN) this morning and lo and behold I saw them for half price. I bought two pairs. Then I went over everything I have bought in the last year and got a bunch of those things. Then I bought a pair of binoculars, because mine were stolen. I paid half price.

Yep, Amazon's universal. I was talking to Alexa, while I was ordering, getting some new music on, asking questions. I saw that despite all of the Sturm und Drang of Amazon being late with things, all the delivery dates were within range. I didn't click on any ads, and I didn't need the speed of Web Services, but the whole thing reminded me about how special the darned company is. I don't care if it's ahead or behind plan for the moment. I would just buy some more when it goes down.

Finally, Apple (AAPL) . I think people who don't own Apple should look what they are holding at this very moment. Yes, right now. Or look at what's in your lap or on the table besides your fork. And then think about the bill you paid last night without knowing it. Think about what you bought in the App store yesterday. Think about what would happen if it would break or get stolen or, left in the Uber (UBER) , or heaven forbid, be dropped into the pool or in the, yes, toilet.

There, that's what you buy in halcyon times. Stocks of companies you know that if they go lower, because things get less halcyon, you are fine with it and buy more. If things go up, believe me, you will participate.

So accept the moment. Don't try for the hard money. Go for the easy kind. That's the best kind.

https://realmoney.thestreet.com/jim-cramer/jim-cramer--15692051

Picture: 牡丹(peony)花開. 恨不得院子裡有一塊地是牡丹園.

#覺得我真是個好媽媽
昨天週日，刻意讓旺財睡到自然醒，他滾到我們大床睡著的樣子好可愛，但沒想到他可能是睡著憋尿睡太久，後來一聲大叫：「啊～把拔馬麻我尿床了～」我傻眼奔進房，看到我的被子、床單全遭殃⋯「馬麻sorry....」看著他無辜的大眼睛，我只好摸摸鼻子開始拔床單拔被套換洗⋯（我的被胎都吸了好多尿😭😭😭）
雖然週日整天就忙著洗床單，但我安慰自己偶爾啦沒關係～

今天週一，一早八點半旺財在我們大床上站起來大叫了一聲，摀住鼻子，然後開始流鼻血⋯我反應過來幫他用毛巾接住時，他的鼻血已經滴了幾滴在我新換的床單上😱我安慰自己沒關係，算了算了反正床單就再洗吧！後來鼻血止住他又沈沈睡去～
我因為昨晚熬夜處理公事，實在睏意很深，所以後來也忍不住睡了回籠覺，半夢半醒之間記得旺財滾到我身上睡，我覺得好熱好熱，然後開始狂流汗💦正納悶為何我會這麼大汗淋漓，明明就有開冷氣，這時旺財醒來了，然後用不好意思的神情跟我說：「馬麻sorry⋯我尿到妳的床了⋯」

我整個震驚的爬起來看，原來⋯我覺得我身上熱熱的汗不是汗⋯是尿⋯

我 兒 子 尿 在 我 身 上 🤯

我趕快爬起來脫掉衣服，回頭看我的床單、枕頭全遭殃，我又面臨一次拔床單拔枕頭套換洗的命運（好險我的被子昨天還沒乾⋯所以沒有遭殃⋯）

然後，我覺得我今天應該是無法繼續睡下去了，所以就默默的起床，還做了份鬆餅給兒子吃呢🥞

我覺得我真的是個很棒的媽媽👩🏻
沒有發脾氣的好媽媽喔❤️
　　
✅超級美的附炳烤盤是日本MEISTER HAND的：
https://wuz.com.tw/goods-18939.html
真的無敵美，還能直火烹飪、進烤箱、微波爐都OK
有蓋子還有保溫的效果
我拍完後蓋起來，等旺財來吃的時候鬆餅還溫溫的呢~
現在WUZ屋子全網使用折扣碼【iriss6】還可額外打9折喔
　　
✅我的冷凍櫃歷經一波三折退訂又重下單
明天終於要到或安裝了~~~好感動!!!!!!
今天我決定繼續熬夜訂冷凍食材
這樣明天到貨後我就可以把我的冷凍櫃塞滿了😍
我發現哪邊有冷凍好物都會在社團分享喔：
https://www.facebook.com/groups/1783399365050087/
*先加再說！有好康的都在這裡面！

小東ひとなです！
今日はユキミちゃんにお誘い頂いて、初めて「Gartic Phone」で遊ぶよ～！！
ずっと遊んでみたいと密かに思っていたゲーム…！！嬉しい！
初めましての方もいるのでどきどき！楽しみ！！みんなと意思疎通、がんばる👿✨

【遊んでくれる方々】
🖌ユキミお姉ちゃん
YouTube：https://youtube.com/c/yukimioneechannel
Twitter：https://twitter.com/az_yukimi?s=21

🖌神楽すず
YouTube：https://youtube.com/channel/UCUZ5AlC3rTlM-rA2cj5RP6w
Twitter：https://twitter.com/kagura_suzu?s=21

🖌姫熊りぼん
YouTube：https://youtube.com/channel/UC6HjtF2rHZO8gAsX5FXF-Kg
Twitter：https://twitter.com/sb_ribon_?s=21

🖌エルセ
YouTube：https://youtube.com/c/ElsewithPokiTheShark
Twitter：https://twitter.com/else_pjblue?s=21

🖌鳳玲天々
YouTube：https://youtube.com/channel/UCw-jEa3_788VkvM2zHzrDnw
Twitter：https://twitter.com/hourei_1010?s=21

🖌黒桐アリア
YouTube：https://youtube.com/channel/UCSUOEmvQLKPdiRnUgmHYX2g
Twitter：https://twitter.com/kurokiriaria?s=21

🖌花守へるし
YouTube：https://youtube.com/channel/UCSH4t_nhsNIoxPza4ooYqaA
Twitter：https://twitter.com/hana_healthy?s=21

(順不同/敬称略)


🌟単発ゲーム実況 再生リスト ⇒ https://www.youtube.com/playlist?list=PLws94ELM0ip4A89c0P7-nF3Cnlkph72fk
🌟歌/song 再生リスト ⇒ https://www.youtube.com/playlist?list=PLws94ELM0ip6cK3Ba_ezmboGyjiP3nVk3
🌟コンビニ商品レビュー⇒https://www.youtube.com/playlist?list=PLws94ELM0ip4Ftf8DiXBQer50BAkBsvhl

∽∽───────────────────────∽∽

◆小東ひとな
【Youtube】https://www.youtube.com/channel/UCV2m2UifDGr3ebjSnDv5rUA?sub_confirmation=1
【Twitter】https://twitter.com/kohigashihitona
【PIXIV FANBOX】https://kohigashihitona.fanbox.cc/
【goods】https://1107-official.booth.pm/

∽∽───────────────────────∽∽

フリーBGM - DOVA-SYNDROME様

#GarticPhone　#小東ひとな　#Vtuber

雖然說是近期但是也已經買一陣子了XD
這部片只有背心是當時剛買的沒錯，
在剪七款背心推薦的時候忍不住就下手了哈哈
( https://www.youtube.com/watch?v=2cbte4xLpag )

這次在室內拍攝真的是搞了蠻久的，
最後整個弄起來我認為還是卡在室內空間跟鏡頭夠不夠力，
真的想要有個空房間可以架設這些東西啊囧


影片中介紹的單品我再多補充一些

1. SYNDRO HEART OF FREEDOM Smock

實際上這件真的很寬，
算是我上衣中數一數二寬的了，
影片中呈現的是比較偏春夏的穿搭，
冬天搭這件還可以內搭襯衫或其他上衣，
會更還原原始的罩衫的穿法，
而且在頸部也會有其他層次喔！

就跟影片中所提到的，
這季還是有出幾乎一樣的款式，
主要是布料、顏色、口袋內裡有一點不同，
如果有興趣的朋友可以去看看～
https://www.syndro.house/products/s21-0411-blend



2. GU x Undercover Piping Shirts

這件有興趣的朋友可能就真的不太容易買到了囧
我想大概只剩日拍找二手機會才比較大，
不過這件其實如果只是要他的輪廓的話，
GU出的開領寬版短袖襯衫其實不會差太多，
所以影片中的穿法也用它來替換掉喔！

不知道大家有沒有買過GILAPPLE呢？

我記得以前只有那個蘋果燈的時候，
非常難搶而且價錢也被炒高，
現在GILAPPLE有應用在其他東西，
而且要買蘋果燈好像也沒那麼難，
雖然在跟SUPREME聯名出蘋果燈時又紅了一陣子，
但是現在也沒那麼紅，
我看zozo還買得到，或許有天我就入手了吧XD
https://zozo.jp/shop/undercover/goods/23955570/?did=44359731




3. WL/OF/SD x ZAMECHACER Zibot Life Vest

在七款背心推薦那部片後，
我私訊和ZAMECHACER官方問了許多問題，
非常感謝他們很熱心的回答我，
也讓我對於他們設計理念有更多的理解！
在這邊我補充影片中還未講完的～

ZAMECHACER品牌名稱的由來：
名稱是由Zen、Samurai、Mechanical、Space、R(代表輪迴.重製等)，由這五個英文拆解所組成，每個英文都它代表的延伸意思，可以直接音譯成 zame神/cha竊/cer社，中文意思中的”神”跟”竊”剛好是對立的表現，”社”代表領域/空間，猶如用錯誤觀念做對事情，逆著走正確的道路等含義，品牌本身也有想表達混沌空間之意。

wl/of/sd x ZAMECHACER 「殊途同歸」系列背景故事：
二戰後曾經流傳一則怪奇傳言，傳說當時納粹德國在南極擁有秘密基地，遲遲未被尋獲。「殊途同歸」以此為開端寫道，二戰的納粹德國，與日本合作開發了電波技術，意外聯繫到不知名的宇宙惑星生物「KINGENA」，相信找到絕對統治力量的納粹，因而持續發送信號吸引其降落至南極，崇尚絕對統治與和平的「KINGENA」來到地球後，認知到人類的平庸思維只會招來手足殘殺，因此吸收了納粹、日本部分軍力，招來了機械怪獸「ZIBOT」，部署了百年侵略計畫，要為地球帶來絕對的和平，因而隱身於南極基地至今。

其中兩只怪獸背後故事：
KINGENA來自惑星KINGENA，可以自由變化身體大小，最大體長40公尺，接受到人類信號後從南極登陸，製作地下巢穴，並部署了100年後的侵略計畫，喜愛看到文明在發展的頂點時被毀滅。受到地球的獨裁者崇拜，甚至將軍服設計成KINGENA的外觀樣貌，胸口的水晶可以發射雷射。
ZIBOT是由KINGENA製作的人工智慧生命體，身體包覆著堅硬的甲殼，為了幫助侵略地球而一同與KINGENA於南極登陸，ZIBOT配備的超級電腦擅長分析文明以及科技，也負責建造地下巢穴。被KINGENA的鐳射照射到身上的水晶體後，能夠改變身體大小。

現在這件背心線上還是買得到，有興趣的朋友可以去看看喔！
https://www.wlofsd.com/products/zw04o



以上感謝大家收看！


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⚡『あにまーれにあつまーれ2集目 -超獣歌合戦-』🐯
2021年6月19日(土) 開催決定！
あにまーれ3周年を記念した、初の単独音楽イベントをオンラインで開催！
詳細：https://virtual.spwn.jp/_events/21061918-AniMare3

🍮因幡はねる新規常設グッズ販売開始🐰
https://774inc.spwn.jp/events/AniMare/goods
・メインビジュアル アクリルスタンド
・SD アクリルキーホルダー
・ロゴ ラバーストラップ

👌因幡組メンバーシップ登録はこちらから💰
https://www.youtube.com/channel/UC0Owc36U9lOyi9Gx9Ic-4qg/join
毎月一定額の上納金を納めることで、限定配信が見れたり変なスタンプが使えたりします。

因幡はねるTwitter🐤Follow me！
https://twitter.com/Haneru_Inaba
配信スケジュールやどうでもいいお話を監視することができます。

🐱公式ホームページ
https://www.774.ai/

😺オリジナルソング / ボイス / LINEスタンプ / Live Movie 配信中
https://www.774.ai/music

😻公式グッズ
https://774inc.spwn.jp/events/AniMare/goods

😾MMD配布
https://www.774.ai/special

🙀サプライズボックスに参加してます！
https://surprisebox.jp/lineup/animare
何が届くかはお楽しみです♪
あにまーれならではの毎月届くサプライズをお楽しみください！

😿あにまーれ公式Twitter
https://twitter.com/AniMare_cafe

😹あにまーれ出演のアニメ動画ch「奇想天外あにびっと！」
https://www.youtube.com/channel/UC0xhrAce06OkQfHBqAfLQAQ