🌻上周六的估值會議影片, 已經將part 1上傳至YouTube. 股友分享的case study之後會再分享:
https://www.youtube.com/watch?v=qvSFMAKkOo8
謝謝參與的股友們!
🌻整理了一下最近的一些市場狀態(from WSJ):
1. S&P 500很安靜; 從去年10月後, 就沒有超過5%的修正.
(上次SPY那麼安靜, 是在2017時(那時候的安靜期也比現在長), 接下來在2018就有一個劇烈的修正).
2. Russell 2000盤整了一段時間
-->有可能是之前漲多了(或是投資人在觀望經濟前景?); 財報好的話, 或許能繼續推升(the outsize earnings growth by small-caps is expected to continue throughout the year, with Russell 2000 profits projected to more than quadruple (四倍) from a year earlier in the third quarter, while S&P 500 earnings rise above 25%).
The Russell 2000 traded at the end of June at 17.7 times its projected earnings over the next 12 months, compared with 21.5 times for the Russell 1000 large-cap index, according to BofA Global Research.
Analysts at RBC Capital Markets said in a recent research report that small-cap stocks have tended to outperform large-caps when economic growth is above its long-term average. That is expected to be the case this year and next, but potentially not in 2023, they wrote.
“Small-caps being more sensitive to economic acceleration, as that slows down, I think the relative attractiveness of small-caps will subside a little bit,” said David Joy, chief market strategist at Ameriprise Financial Inc.
https://www.wsj.com/articles/small-stocks-look-to-extend-winning-streak-11625650200
3. TINA(there is no alternative to stocks)
因為低利率以及紓困案, 資金充裕, 跑到股市, 但因投資人對經濟前景的不確定性(可能也加上散戶投資人資金充沛), 導致類股輪動劇烈(sharp & swift), 也導致成長股與價值股的正相關性變低(近期兩者是同時在漲)(“You’ve got lots of volatility within the market buy not a lot of volatility of the market.”)
4. 而上周的Fed會議紀錄, 也顯示出官員們開始debate何時要做資金退場的動作.
Fed的動作, 以及接下來的財報季, 會給投資人一個方向. 也要注意labor market(“It hasn’t made enough progress” for the Fed to pull back on stimulus programs”).
5. 目前的一些問題: Delta variant, labor shortage, bottleneck(供應鏈), etc.
🌻Q3的財報季要開始了. 本周由銀行股打頭陣. 附上本周發表公司財報一覽表.
🌻有不少年輕世代, 會利用交友軟體, 來找普通朋友, 不是用軟體來找對象.
In a recent survey of more than 300 members of Generation Z aged 16 to 24 in the U.S., 35% said they have used dating apps to make platonic friends over the past 12 months, according to OnePulse, a consumer insight app and web portal, which conducted the poll for The Wall Street Journal. Nearly 27% said they used dating apps to make friends because they were lonely in lockdown. More women than men—39% vs. 29%—said they used dating apps to make platonic friends.
Looking for a Friend Without Benefits? Try Match, Bumble and Tinder.
https://www.wsj.com/articles/looking-for-a-friend-without-benefits-try-match-bumble-and-tinder-11625675336
Picture: Feeling agitated. 被關了一年多, 其實最想去的地方之一, 是美術館, 或是博物館. 在YouTube上看影片的感覺, 就是跟現場親臨不一樣. Anyway. 從今天開始, 我會把之前從museums拍到的一些照片在這邊分享. 也算是做個回憶. 下面這張是Washington D.C.的National Art Gallery所珍藏的Magnolia: https://www.nga.gov/collection/art-object-page.93464.html
同時也有9部Youtube影片,追蹤數超過361萬的網紅Dan Lok,也在其Youtube影片中提到,Once You Know How To Find A Company To Close For, Click Here And Get The Skill Of High Ticket Closing Directly From Dan In His Free 4-Part Training Se...
「not nearly enough」的推薦目錄:
not nearly enough 在 海洋首都中的航海家 Facebook 的最讚貼文
長賜輪在蘇伊士運河擱淺後,綜合外電報導的省思:極限邊緣的船舶操縱,科學與安全之間給”人的反應”留下多少”餘裕空間?
航行員都知道:在有限水域中的船舶操縱與大洋中的船舶操縱有極大的差別,也因此而產生一些”異常反應”的專有名詞,譬如:淺水效應,岸吸/岸推,船體下坐(Squat),狗頭嗅地(Dog smelling),單俥右旋船在淺水區倒俥時之船頭可能向左,主要的原因都是來自船舶四周的海水,來不及湧入去填補船艉所造成之空穴.
也因為這個緣故,Suez Canal當局對過河船隻有一些船寬,吃水,速度上的限制.基於經濟上的考慮,可以想像這些限制都是在”水工模型”下最大化的尺度界線.(越大的船過河費越貴),然而這些都是理想環境下的科學論證,實際上船舶操縱者的精神狀態,駕駛台的氣氛環境,外界視線,無線電之干擾,Marlboro菸未如預期,住艙走廊上”波斯市場”的氛圍….都在影響著”駕駛台資源管理(BRM)”,而使得船舶之實際Performance遊走在”紅線”邊緣,更糟的是一但越過紅線(Point of non-return),情況就越來越糟,猶如在山脊上騎腳踏車.
這次的重大意外,在檢討”船舶因素”之外,蘇伊士運河當局也應該重新考慮”紅線邊緣的緩衝區”是否應適度放寬,以因應船舶無止境的大型化,因應極端氣候下的異常天氣,因應新世代船員之特性,另外也可考慮在駕駛台放一箱Marlboro,讓有需要的人看自己包包大小量力自取,畢竟比起全球供應鏈上的損失,這都是微不足道的”潤滑油”.不是嗎?
The Suez Canal Authority occasionally brings out updated tables of width and acceptable draft for ships. Currently the permissible limits for suezmax ships are 20.1 m (66 ft) of draught with the beam no wider than 50 m (164.0 ft), or 12.2 m (40 ft) of draught with maximum allowed beam of 77.5 m (254 ft). Due to their design and size, a large number of ports around the world can accommodate suezmax vessels.
17,65 56,96
, a new set is being built for vessels as large as 366 meters in length, 49 meters in beam and 15.2 meters in draft at tropical frvessel.
That would have surpassed the speed limit of about 7.6 knots (8.7 miles an hour) to 8.6 knots that is listed as the maximum speed vessels are “allowed to transit” through the canal, according to the Suez authority’s rules of navigation handbook posted on its website. Captains interviewed for this story said it can pay to increase the speed in the face of a strong wind to maneuver the ship better.
“Speeding up to a certain point is effective,” said Chris Gillard, who was captain of a 300-meter container ship that crossed the Suez monthly for nearly a decade until 2019. “More than that and it becomes counter effective because the bow will get sucked down deep into the water. Then, adding too much power does nothing but exacerbate the problem.”
“You might find yourself positioning the ship in one direction, and you’re actually moving in another direction,” said Kinsey. “There’s a very fine line between having enough speed to maneuver and not having too much speed that the air and hydrodynamics become unstable. Any deviation can get real bad real quick because it’s so tight.”
The accident will be a missed opportunity if the industry doesn’t adapt, he said. “There will be vessels larger than this one that will be going through the Suez,” he said. “The next incident will be worse.”
• The Ever Given's speed was 13.5 knots before it ran aground, The Japan Times reported.
•
• Bloomberg reported the Suez Canal speed limit was between 7.6 knots and 8.6 knots.
The Ever Given didn't have a tugboat escort through the canal, according to Bloomberg. The two ships immediately ahead of it reportedly had escorts, although such escorts were not required.
not nearly enough 在 翁琬柔 Joyce Facebook 的最讚貼文
拜登的就職典禮上,有個鎂光燈焦點,她是22歲年輕非裔詩人Amanda Gorman,也是有史以來美國總統就職典禮上朗讀詩歌的最年輕詩人,她下台後,美國媒體一致好評,說她的亮眼表現簡直偷走了整個舞台,她ig也硬生生從不到九萬人追蹤,到現在已經有將近兩百六十萬個追蹤者,機會來了,Amanda Gorman成功抓住,也是新的美國夢的代表。
Amanda Gorman來自自由的洛杉磯,去年從哈佛畢業,還在就學的時候就已經嶄露頭角,2017年成為美國第一位National Youth Poet Laureate得主,一直以來她的作品都聚焦在種族平等、反性騷擾等議題,點開影片看看她的朗誦,站在全美國人、全世界的人面前,她台風穩健、絲毫不怯場,用自己的詩作The Hill We Climb抓住了所有人的目光,但我們沒看出來的是,她從小患有語言障礙,無法發出部分字母的音,能這樣站在台上,不知道在台下花了多少努力。
Amanda Gorman在朗誦中強調:「美國人已經體驗過不願同甘共苦、分裂國家的那種力量,這股勢力為了拖延民主發展,也會導致國家被摧毀,但這項行動沒有成功,雖然民主可能遭到耽誤,但是卻永遠不會被擊敗。」她也說:「一個瘦巴巴的黑人女孩,身為奴隸後代,被單親媽媽扶養長大,但是卻能夢想有一天當上總統,現在正在為總統朗誦詩詞。」
五分多鐘的演講,得到全場鼓掌跟歡呼,希望這些激勵人心的詩句,能彌補美國被選舉撕裂的傷痕,我很喜歡她的詩作的結尾,就分享這段不負責翻譯給大家:
當晨曦來臨時 我們可以走出火焰帶來的陰影
When day comes, we step out of the shade of flame
絲毫不畏懼地 讓黎明綻放 只要我們自由釋放
And unafraid, the new dawn blooms as we free it
只要我們足夠勇敢 就永遠能見證光芒
For there is always light if only we’re brave enough to see it
只要我們足夠勇敢
If only we’re brave enough to be it
☀️☀️☀️☀️☀️☀️☀️
以下是Amanda Gorman 《 The Hill We Climb》全文 :
When day comes, we ask ourselves
Where can we find light in this never-ending shade
The loss we carry, a sea we must wade
We’ve braved the belly of the beast
We’ve learned that quiet isn’t always peace
And the norms and notions of what just is
Isn’t always justice
And yet the dawn is ours before we knew it
Somehow we do it
Somehow we’ve weathered and witnessed
A nation that isn’t broken but simply unfinished
We, the successors of a country and a time
Where a skinny black girl descended from slaves
And raised by a single mother
can dream of becoming president
only to find herself reciting for one
And yes we are far from polished, far from pristine
But that doesn’t mean
We are striving to form a union that is perfect
We are striving to forge a union with purpose
To compose a country committed
To all cultures, colors, characters, and conditions of man
And so we lift our gazes not to what stands between us
But what stands before us
We close the divide because we know
To put our future first
We must first put our differences aside
We lay down our arms
So we can reach out our arms to one another
We seek harm to none and harmony for all
Let the globe, if nothing else, say this is true:
That even as we grieved, we grew
That even as we hurt, we hoped
That even as we tired, we tried
That we’ll forever be tied together
Victorious not because we will never again know defeat
But because we will never again sow division
Scripture tells us to envision that everyone
Shall sit under their own vine and fig tree
And no one shall make them afraid
If we’re to live up to our own time,
Then victory won’t lighten the blade
But in all the bridges we’ve made
That is the promise to glade
The hill to climb if only we dare it
Because being American is more than a pride we inherit
It’s the past we step into and how we repair it
We’ve seen a force that would shatter our nation rather than share it,
Would destroy our country if it meant delaying democracy
And this effort very nearly succeeded.
But while democracy can be periodically delayed,
It can never be permanently defeated.
In this truth, in this faith we trust
For while we have our eyes on the future
History has its eyes on us.
This is the era of just redemption we feared
At its inception we did not feel prepared
To be the heirs of such a terrifying hour
But within it we found the power
To author a new chapter
To offer hope and laughter to ourselves
So while once we asked, how could we possibly prevail over catastrophe?
Now we assert: how could catastrophe possibly prevail over us?
We will not march back to what was but move to what shall be,
A country that is bruised but whole,
Benevolent but bold, fierce, and free
We will not be turned around or interrupted by intimidation
Because we know our inaction and inertia
Will be the inheritance of the next generation
Our blunders become their burdens but one thing is certain:
If we merge mercy with might and might with right
Then love becomes our legacy, and change our children’s birthright
So let us leave behind a country better than the one we were left
With every breath from my bronze, pounded chest
We will raise this wounded world into a wondrous one
We will rise from the gold-limbed hills of the west
We will rise from the windswept northeast
Where our forefathers first realized revolution
We will rise from the lake-rimmed cities of the Midwestern states
We will rise from the sunbaked south
We will rebuild, reconcile, and recover
In every known nook of our nation, in every corner called our country
Our people diverse and beautiful will emerge, battered and beautiful
When day comes, we step out of the shade of flame
And unafraid, the new dawn blooms as we free it
For there is always light if only we’re brave enough to see it
If only we’re brave enough to be it
影片來源:Biden Inaugural Committee
not nearly enough 在 Dan Lok Youtube 的最佳解答
Once You Know How To Find A Company To Close For, Click Here And Get The Skill Of High Ticket Closing Directly From Dan In His Free 4-Part Training Series, So You Can Find Companies And Start Closing For Them: http://findacompany.danlok.link
Most people think it’s nearly impossible to find companies to close for, but they’re not difficult to find (nor are they hard to close, either!). That’s why, in this video, Dan is sharing some of his teachings on how to find companies to close for that are normally exclusive for his mentees only. So if you want to know how do you find a company to close for, watch this video now.
? SUBSCRIBE TO DAN'S YOUTUBE CHANNEL NOW ?
https://www.youtube.com/danlok?sub_confirmation=1
Check out these Top Trending Playlists -
1.) Boss In The Bentley - https://www.youtube.com/playlist?list=PLEmTTOfet46OWsrbWGPnPW8mvDtjge_6-
2.) Sales Tips That Get People To Buy - https://www.youtube.com/watch?v=E6Csz_hvXzw&list=PLEmTTOfet46PvAsPpWByNgUWZ5dLJd_I4
3.) Dan Lok’s Best Secrets - https://www.youtube.com/watch?v=FZNmFJUuTRs&list=PLEmTTOfet46N3NIYsBQ9wku8UBNhtT9QQ
Not long ago, Dan Lok was just a poor immigrant boy. He had nothing but a strong desire to get out of debt and make enough to provide for his single mom. With this strong desire, Dan quit his job as a grocery bagger. He dropped out of college. And he became an entrepreneur.
After 13 failed businesses, Dan finally became a self-made millionaire at age 27 and multi-millionaire by age 30.
Fast forward to today, Dan is now an official Forbes Book author with over 13 internationally best-selling books. He’s the founder and chairman of several multimillion dollar businesses. And outside of his business success, he is one of the most-watched, most quoted and most followed educators of our time. In total, his videos have been watched over 100-million times across his social media platforms. His emails are read by over 2,000,000 people every month.
If you want the no b.s. way to master your financial destiny, then learn from Dan. Subscribe to his channel now.
★☆★ CONNECT WITH DAN ON SOCIAL MEDIA ★☆★
YouTube: http://youtube.danlok.link
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Facebook: http://facebook.danlok.link
Instagram: http://instagram.danlok.link
Linkedin: http://mylinkedin.danlok.link
Podcast: http://thedanlokshow.danlok.link
#DanLok #FindACompany #Closing
Please understand that by watching Dan’s videos or enrolling in his programs does not mean you’ll get results close to what he’s been able to do (or do anything for that matter).
He’s been in business for over 20 years and his results are not typical.
Most people who watch his videos or enroll in his programs get the “how to” but never take action with the information. Dan is only sharing what has worked for him and his students.
Your results are dependent on many factors… including but not limited to your ability to work hard, commit yourself, and do whatever it takes.
Entering any business is going to involve a level of risk as well as massive commitment and action. If you're not willing to accept that, please DO NOT WATCH DAN’S VIDEOS OR SIGN UP FOR ONE OF HIS PROGRAMS.
This video is about How Do You Find A Company To Close For
https://youtu.be/58qVrDPkqIo
https://youtu.be/58qVrDPkqIo
not nearly enough 在 Trần Trọng Đức Youtube 的最佳貼文
KẾT NỐI VỚI MÌNH TRÊN INSTAGRAM: @TTDUC95
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Business Inquiry: david@mywallie.com
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SOUNDCLOUD: https://soundcloud.com/duc-tran-22
## TRANSCRIPT E:
Alright this’s going to be a fun episode. It’s the first video that I speak English to my Vietnamese people - and heck, I’m not that ready to do this.
How can I talk to native English speakers with an accent. Will they judge?
By now you know that I’m not a native English speaker. I was born in Vietnam and only seriously learnt English in tenth grade or so. That’s why it’s naturally that I have an accent. It means that the way we talk is not as natural as native speakers do.
That’s why many of you DMed me and asked if people judge when you talk like this - or how I can talk confidently with an accent - I guess.
The answer is you - talk. Passionately. And don’t hold back.
But think about it. A lot of people say that they are not confident in speaking because they are afraid that people will judge them. They use it as an excuse to not learn English and speak in the first place.
Most people don’t even try. They keep thinking in their head that people will judge them. And they would never get better so they stop and they never learn.
So my friends, just talk. Talk passionately. Talk with all you have. There’s no how-to-talk tips or tricks. You just have to try. You just have to put yourself in the situation that you must talk. A lot. I guess that’s the secret. You must put yourself in situations that you must talk, a lot!
Let me give you a few examples.
Back in high school, I enrolled in this TOEFL class and every other day, the teacher would ask us to listen to tapes of conversations in English. I listened to them then write them down word, by word, by word. We literally use the cassette player because the teacher was kind of old-school cool that way. I had this big-ass SONY cassette player and every day I would tick … tick przz. Then in class, he would make round. Each of us will speak out loud, in front of the class each sentence.
But I knew that each session, I could only speak probably five or six times. That’s not enough. So I asked the teacher, if he could spent a few minutes each session to review a tape in which I pre-record all the conversations of that class.
That’s one way I did it. I put myself in the situation that I was held accountable by the teacher, that every session, I would submit my speaking cassette to him. And he was so kind to expect that and spend the time to help me. But here’s the thing, most people don’t ask. Most people don’t put in the work.
Another example,
All the years I was in college, each semester I would have a Math class with this specific professor that I like so much. But in the first period of my entire college life, he talked so fast with a lot of terminologies that I had no clues what they mean.
I was confused and overwhelmed so at the end of the period, I stayed and wanted to approach him to ask how I could do better. Would I be able to catch up with this class. And it took me seriously nearly five minutes just to go and talk to him because heck I was afraid that he would judge me, right?
But I forced myself to go talk to him and ask for his help. And he said I would be just fine. Go get this book and do some readings and he would help me as well.
The way he taught was so cool. He made each Math problem as an opportunity for students to present the solution in front the class. And guess what I did?
I knew that I would be shied. I knew that I was scared. I knew that I spoke terribly and I had an accent. I knew that I’m afraid that the whole class would judge because of my accent.
this. I’m still trying to get better. That’s why till this day, I record myself teaching something, speaking if not every day then every week.
You just have to talk. A lot. Every day.
## TAGS:
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not nearly enough 在 thenatstory Youtube 的精選貼文
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It's my first time in Taipei - and I was super excited to eat ALL the food. I made sure to change enough money so I can just hog out wherever I want, with no restrictions. We spent nearly 12 hours just getting to Taipei and settling down. Ximending was really close by so we decided to make that our first stop. You can also view my 8 day schedule here : http://bit.ly/taiwan8dayschedule
#ximending #taiwan
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