I was just telling my dear friend @annpllee about how much I miss a classic Victoria Sponge — the way they do it in the UK. And she very kindly whipped one up for me. 🥰
By “whip”, we’re talking homemade strawberry and raspberry preserves, buttercream of French butter, cream and tonka beans…sandwiched in a mid-bodied butter sponge cake that is light yet solid enough to hold all that cream and caramelised preserves well.
No one makes this classic English cake so good, I tell you. Ann has elevated it to a new level. I feel like the Queen of England, eating this hahaha!
May Anne has asked for a slice but I’m inclined to say no, a horrible mother I am. 😂 Will just buy her a random butter cake from a bakery, slather some jam from Harrods and pray she can’t tell the difference. 🙈
* Sadly, this cake is not for sale. You’ll have to crawl and beg her to make this for you. 🤪
同時也有5部Youtube影片,追蹤數超過1萬的網紅Wenwen Stokes,也在其Youtube影片中提到,Hey guys! So this was a pretty random video, i know. Tried just fitting everything into one video and really cut out a lot to keep it as short as poss...
「i am inclined to」的推薦目錄:
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- 關於i am inclined to 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於i am inclined to 在 Apple Daily - English Edition Facebook 的最佳貼文
- 關於i am inclined to 在 Wenwen Stokes Youtube 的最佳貼文
- 關於i am inclined to 在 Chloe Ting Youtube 的精選貼文
- 關於i am inclined to 在 Bookiezz Youtube 的最讚貼文
- 關於i am inclined to 在 On Saturday, I am inclined to... - Benny D Williams - Music 的評價
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i am inclined to 在 貓的成長美股異想世界 Facebook 的最佳解答
🌻風險管理
跌了幾十趴的個股還要繼續抱下去嗎? 去年飆漲的SPAC, 今年還漲的回來嗎?(可以跟下篇一起看).
開始玩成長股後, 我學到最難的一堂課是風險控制. 每個人對風險控制的觀念不一樣, 這跟每個人的心理素質也有關係.
風險管理, 也就是"留得青山在, 不怕沒柴燒".
風險管理:
https://zh.wikipedia.org/wiki/%E9%A3%8E%E9%99%A9%E7%AE%A1%E7%90%86
🌻There Are Too Many Defenseless(無防禦性的) Stocks
(可以的話, 我希望您可以好好讀一下這篇文章. 我希望能夠幫您守住些財富, 減少些損失, 甚至創造些獲利. "Too many", 也就代表了股票沒有稀有性)
The underwriters just created too many stocks. There's too many new companies, too many companies that help you with analytics(分析), too many that offer video, too many data collectors and too many real-time analysis, and too many cybersecurity companies. There's been too many new electric vehicle derivatives, too many cannabis (大麻) plays and way too many new fintechs(金融科技).
The effect? We are now facing a bewildering number of companies that simply do the same things and can't be differentiated (無差異性的) and, frankly, are too hard to understand unless you are deeply involved in the transfer of data from on your premises to the cloud(雲端).
Why does this matter?
Because these stocks are defenseless. They are defenseless against inflation (通膨) because so many of them sell at a multiple to sales and any company that trades as a multiple to sales (指的是以P/S為估值方式, 非傳統的P/E. 軟體公司主要是用P/S) will see its value erode more quickly than any other in this stock market because the company has to graduate from a multiple to sales to a multiple of earnings, or just keep losing money. So many new investors have not experienced real inflation where these kinds of stocks can't be given away.
They are defenseless against an economic boom. I have been reading through countless software as a whatever with a go to market strategy and a huge TAM (total addressable market, 指的是市場大小) to land and expand(指的是雲端公司的商業模式), and my eyes glaze over. Who needs a company with all of those buzzwords that's growing at 27% and losing money when I have plenty of high quality industrials that are growing at 27% and spewing cash to the point the biggest issue is how much should be put to growth versus rewarding shareholders.
They are defenseless against older companies with a balanced policy toward dividends and buybacks, so that supply is mopped up while demand is bolstered by a yield. The land and expanders don't have anything backing them up which makes them vulnerable to sudden shocks down as we have seen.
They are defenseless against insider selling. If capital gains rates are going up, these are the companies with the most vulnerable stocks because so many of the people in these new companies have stocks that are still up substantially from when they got stock so a company with a stock down 30%-40% is vulnerable from scads of insider selling, including secondaries I am now expecting with increasing frequency.
They are defenseless against SPACs. While there are many good SPACs there are too many SPACs with too much stock sloshing around. I keep thinking about that MP Materials (MP) secondary offering in late March, where entities controlled by CEO James Litinsky sold 4.6 million shares of his company in a deal priced at $35. Now it is a small percentage of his holdings and many others involved with the company sold small amounts, too. That's not the point. It's more of a statement: this stock traded at $50. You might have been inclined to buy on the pullback but you would have been massacred as the stock is now at $27. If you have a so-called successful SPAC its success might be measured by how much money you took out of it before its stock fell by 50%. There are hundreds of things and when you consider all of the warrants out there, you know this market is going to be overwhelmed with this stuff.
You aren't going to see these kinds of secondaries at Deere (DE) or Caterpillar (CAT) , that's for certain.
Now there are people out there willing to buy the incredibly almost stupidly risky stocks, people like Cathie Wood, who demonstrated her unflappable conviction to her method of buying stocks that worked when there's scarcity value but there's anything but that now.
Maybe she can take down tens of billions of dollars worth and save the day. I wouldn't count on it. I am sorry to question her stock picking, lord knows she's been amazing. But unless others copy her, we know the stocks she is buying resemble what's not working at all. Maybe someday, but not now.
I try to figure out what the end game for these stocks might be if the economy keeps heating up and inflation accelerates. There's simply not enough money from young people or ETFs based on high growth or Cathie Wood to keep these stocks higher, and there's too much opportunity for the insiders to do what MP did, something that crunched the stock even as it reported a quarter ahead of expectations, which meant something at one point but means absolutely nothing now. Nothing at all.
文章來源: https://realmoney.thestreet.com/jim-cramer/jim-cramer-there-are-too-many-defenseless-stocks-15649142
Picture來源:
https://society6.com/product/boxing-cat_print
i am inclined to 在 Apple Daily - English Edition Facebook 的最佳貼文
#Opinion by Muddy Water 渾水|"We have got used to hearing conspiracy theories. For phenomena that cannot be explained, we tend to get into an esoteric mode of thinking and try to find an answer from mysticism. Now deep state is a popular topic. I am inclined to believe deep state is a clique in which people with political interest collude with the technological hegemony, rather than a group of lizard people and the Freemasons controlling the US."
Read more: https://bit.ly/3pVz7NS
"我們慣了聽陰謀論,對於沒法解釋的現象,我們先入為主地會進入巫術思維,從神秘主義中尋找答案。現在流行講deep state,我是偏向相信這個名詞背後的含意,是代表一個政治勾結金融和科技霸權的利益集團,多過相信蜥蜴人和共濟會控制美國。"
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i am inclined to 在 Wenwen Stokes Youtube 的最佳貼文
Hey guys!
So this was a pretty random video, i know. Tried just fitting everything into one video and really cut out a lot to keep it as short as possible, so sorry if it's super "choppy". Anyway, I'm currently in Taiwan as i only spent a week in Hanoi before flying here, will be heading back to Vietnam on Sunday! This video is basically a chatty pack with me along with a mini haul of a couple things i've picked up lately to spice up my spring wardrobe. I also threw in a London bedroom tour into this video as i've promised so many times i would film it. Like i said in the video, i've just been a little unmotivated to share as i never got around to finishing it up and just got comfortable as it is. I think i am only motivated to make a place PERFECT if it's a more permanent home. I think it will be interesting for you guys to see the difference between my Hanoi apartment and London apartment as they're totally different in space & budget. My Hanoi apartment is definitely a permanent home so myself and especially my mom had spent a lot of time making it perfect whereas i don't own my current flat in London, i'm renting it which makes me feel less inclined to make it perfect as i know i will be out within a year or two. I then end the video on my flight back from London to Dubai to catch my connecting flight to Hanoi. It was my first time flying with Emirates which was a great experience. The plane and suite itself was amazing, however, i wasn't impressed with my baggage allowance. 40KG is a joke for the ticket i had. I know i should have double checked but i had never had this issue before. They wanted 30GBP/ KG overweight and i was 34KG overweight! I was not going to fork over that money so instead, i went with the DHL route which was far more appropriate in price and it got sent right to my doorstep in Hanoi within the week. So it wasn't a huge disaster after all, but still! 40KG is nothing!
I hope you guys enjoy(ed) this video! Thanks for watching :)
Instagram: wenwenstokes
Related Videos:
Hanoi Apartment tour: https://www.youtube.com/watch?v=Ap2bckyWC_E
Hanoi Closet tour: https://www.youtube.com/watch?v=kN0w_JyKpsE&t=1s
Things mentioned in haul:
Blaiz tassel bag: (in orange & brown) https://goo.gl/KwSREk
Zara beige blazer with rope belt: https://goo.gl/uj2C2v
Matching pants: https://goo.gl/na3e3L
Second Zara blazer: https://goo.gl/Huc1nw
House of CB pink duster coat: https://goo.gl/Q1c395
Zara green t-shirt: https://goo.gl/4AqU8d
Zara bandana/paisley print top: https://goo.gl/3Hghpp
Asos olive green blazer: https://goo.gl/Ani9AV
Matching pants: https://goo.gl/WTTpb2
Asos blue striped dress: https://goo.gl/8j3NAv
Rejina Pyo green tote: https://goo.gl/4U4m3P
i am inclined to 在 Chloe Ting Youtube 的精選貼文
5 MINS HIIT Workout | GET MOTIVATED | Workout With Me | Intense HIIT workout | Gym and Home Workout | Burn Fat Build Muscle
This video took me a couple of hours to film. I was toasted by the end of the workout. haha. Hope you enjoy it and get motivated! I am obviously in slow-mo, so keep up the intensity and follow the timers at the bottom right!
☆ Workout ☆
10 exercises. 20 secs on and 10 secs off. Repeat 2 more times for higher intensity.
1. Sprint
2. Pull Ups / You can do table bodyweight pullups. That can be a little dangerous if your table flips over. If not do high kicks.
3. Rope Slam / Jump Rope
4. Squat Jumps
5. Mountain Climbers
6. Inclined Push Ups
7. Tricep Dips
8. Burpees
9. Jumping Jacks
10. Plank
Repeat 2 more times to burn more calories!
☆ MY LINKS ☆
Instagram: http://instagram.com/chloe_t
Fitness Instagram: http://instagram.com/itschloeting
Blog: http://www.chloeting.com
Twitter: http://twitter.com/chloe_ting
Facebook: http://www.facebook.com/itschloeting
Snapchat: chloe_ting
☆ FILMED WITH ☆
➮ Camera: Panasonic Lumix GH5
➮ Drone: DJI Mavic Pro - http://bit.ly/2oAR71M
☆ Location ☆
Four Seasons, Lisbon Portugal
☆ MUSIC ☆
Track: Ship Wrek & Zookeepers - Ark [NCS Release] - https://www.youtube.com/watch?v=8xlDwukxjnA
☆Filmed With☆
Panasonic GH5
Lumix G 8-18mm
Lumix G 12-35mm
Lumix G 42.5mm
https://www.amazon.com/shop/chloeting
Artist:
Shipwrek
• https://soundcloud.com/theshipwrek
• https://www.facebook.com/theshipwrek
• https://www.facebook.com/theshipwrek
• https://www.youtube.com/user/theshipwrek
Zookeepers
• https://soundcloud.com/zookeepersdk
• https://www.facebook.com/zookeepers
• https://www.instagram.com/zookeepersdk/
i am inclined to 在 Bookiezz Youtube 的最讚貼文
Song : ลุกก่อน ชนะ!
Album : Hopeless Rapunzel
Producer : Bookiezz
Arrange : Bookiezz
Music : Bookiezz & Gym
Lyrics : Bookiezz & PsycheScream
Vocal : Bookiezz&Anatsukun&Nattou&PsycheScream&TAMichi
Guitar : Bookiezz
Bass : Bookiezz
Synthesizer : Logic Pro 8 (Edited by Bookiezz)
Drum : Addictive Drum 2 (Edited by Gym)
Mixed : Bookiezz
Mastering : Wisarut Samianrum [I am CNX]
Video : HyougaAlphα+
Source : http://www.magic4walls.com/wallpaper/...
Lyrics
หยาดเหงื่อที่ไหลลงกาย คอยเตือนว่ายังไม่ตาย
เจ็บปวดจนแทบมลายอย่างน้อยก็ย้ำว่ายังรู้สึก
เหน็ดเหนื่อยจนไม่มีแรง น้ำตาที่แห้งเหือดไป
รอวันที่ลุกขึ้นมา เวลาไม่รอชะตา
อาจมีบางคนที่ล้มลง แล้วโดนเหยียบซ้ำ
บางคนที่ตอนสุดท้ายมาโดนหักหลังจากคนที่ไว้ใจ
มรสุมต่างๆถาโถมเข้ามา ซัดกันจนวอดวาย
แต่ก็รู้ว่ายังไม่ตาย
จะรอให้คนบนฟ้า นับถอยหลังเวลา จนสิ้นสุดหรือไง
ตะโกนขึ้นไปบนฟ้า กำมือชูขึ้นมา ยังไม่ถึงเวลา ที่เรานั้นจะหมดลมหายใจ
ไม่ร้องในโชคชะตา ล้มลงแล้วก็แค่ลุกขึ้นมา เสียเวลา เสียน้ำตากันมาเท่าไหร่
หากยังมีแรง ยกแขนขึ้นมา เช็ดน้ำตาเองไหว
ไม่มีวลีว่าสายเกินไป สำหรับเธอ
สิ่งที่ดีร้าย สิ่งที่มากมาย ยังรอการพบเจอ
มันอาจจะไม่เลิศเลอ อย่างน้อยก็ยังได้เห็น….
ลุกขึ้นมา ลุกขึ้นมา ยังไม่ตายก็ลุกขึ้นมา
ลุกขึ้นมา ลุกขึ้นมา ลุกขึ้นมา
You are not the only one who fall!
Break the wall by your insanity!
Don’t give up and drown in sea of tear!
Give a FUCK to everything! FUCK YOU ALL!
ตะโกนขึ้นไปบนฟ้า กำมือชูขึ้นมา ยังไม่ถึงเวลา ที่เรานั้นจะหมดลมหายใจ
ไม่ร้องในโชคชะตา ล้มลงแล้วก็แค่ลุกขึ้นมา เสียเวลา เสียน้ำตากันมาเท่าไหร่
no matter how hard you try to bring me down
no matter how harsh this world gonna break me out
but for now, i'll make a stand and shout,
remain calm against the wind and sing against the loud sounds
stay in the wildfire, as cold as ice
open my eyes wide, even though i'm blind
inclined to my life, entwined to survive
a phoenix on the rise, alive and inspired
i'm ashesborn, i'm immortal
my life still breathing, my mind being torned
my heart still beating while being thorned
but i don't give a fuck and proceed to go on
being true to my faith, i won't pretend
steady up so fast, nobody can even
charging forward, not coming back again
keep walking to the top, until the time this world ends
::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::
Contact me
Facebook : https://www.facebook.com/Bookiezz
Soundcloud : https://soundcloud.com/bookiezz
i am inclined to 在 Mukul Anand, "I feel that I am inclined to think big, the cinema I ... 的推薦與評價
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i am inclined to 在 On Saturday, I am inclined to... - Benny D Williams - Music 的推薦與評價
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