🌻高速成長股的跌幅
這幾年, 越來越多人投資成長股, 尤其是高速成長股, 是一件很好的事情. 但很多投資人應該只看到高速成長股帶來的漲幅, 卻沒看到另一面.
一位分析師做的研究: 除了dot.com那時候的大跌, 其他時候, 高速成長軟體股的跌幅平均是25-27%.
下圖是截至05/17的跌幅(未包括SPAC). 是-37%.
成長股很受到投資人的青睞, 也很容易變成動能股. 當動能失去的時候, 就像重力加速度一樣, 跌速跟跌幅會很快很大.
投資成長股, 尤其是高速成長股, 對我來說, 要不就是佛系, 要不就是練盤感&操作. 可以看適合自己的方法&投資的目標是甚麼(而其實成長股經過去年的大漲幅, 大跌前的估值也已經很高了).
一位財富已自由的財經名嘴的名言:
"Discipline trumps conviction." (紀律勝過信念)
可以跟這句放在一起看:
"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
至於成長股還能不能買呢? 可以參考下面這兩段:
While tech stocks have taken the biggest hit from rising inflation concerns, some investors see the recent retreat as an opportunity to buy fast-growing companies.
“Within tech, there are still some companies that look very cheap,” said Jane Shoemake, client portfolio manager at Janus Henderson Investors. “If you believe in the longer-term trends supporting these companies, you should be buying.”
https://www.wsj.com/articles/global-stock-markets-dow-update-05-18-2021-11621323328
🌻FTCH, FVRR, PINS, PYPL, ROKU電話會議內容已整理好. 可到部落格那邊去看: https://makingsenseofusastocks.blogspot.com/
之前先錄了一段影片, 解釋我是怎麼做財報內容&電話會議內容整理的: https://youtu.be/vvkrs6CiWdw
🎯上次有提, 九月份會來做年報財報的導讀. 現在台灣的疫情那麼嚴重, 我有考慮在這個周末來進行, 這樣有興趣的讀者可以利用宅在家的時間來學習. Anyway. 如果決定提早做的話, 我週四會將訊息貼在這邊.
🌻關於市場
Markets are likely to be volatile until additional economic data provides a clearer picture, said Seema Shah, chief strategist at Principal Global Advisors. “I don’t think we could know anything really about which way inflation is going to go until September, but the market is unable to wait that long.”
https://www.wsj.com/articles/global-stock-markets-dow-update-05-20-2021-11621496568
🌻關於cryptocurrency
“[Cryptocurrency] is no longer an asterisk for the general market,” Ms. Krosby said. “It seems like it’s becoming very much part of the general market, and questions whether or not the selloff in bitcoin is representative of concerns over risk-on risk-off over the larger market.”
https://www.wsj.com/articles/global-stock-markets-dow-update-05-20-2021-11621496568
🌻營運分析: 如何看一家公司在疫情後有沒有失去競爭力?
The bounceback was largely to be expected after a dismal comparable quarter last year, when stores had to close due to Covid-19 restrictions. A comparison to pre-pandemic numbers yields a more sober outlook: Measured against the same quarter in 2019, Kohl’s net sales declined 4.2%, while comparable sales at Macy’s fell 10.5%.
One positive surprise was a turn to profitability for the two department store giants; analysts polled by FactSet had expected a net loss from both. But that was partly thanks to factors outside of the retailers’ control: Port congestion has led to less inventory across the apparel industry, leading to more full-priced selling. Inventory declined 25% at Kohl’s compared with a year earlier and fell 14% at Macy’s.
Kohl’s shares fell 10% after it reported Thursday, and Macy’s is down around 5% since reporting earlier in the week. Yet they are both trading at prices higher than pre-pandemic levels.
That seems hard to justify. The truth is that department stores were losing customers before and during the pandemic, and will probably continue to do so after it. While Kohl’s and Macy’s sales remain below pre-pandemic levels, off-price and big-box retailers have seen their apparel sales increase. At TJX’s Marmaxx division, which houses T.J. Maxx and Marshalls, sales in the quarter ended May 1 were up 14.4% compared with the same period in 2019. Target’s apparel sales grew 29% over the comparable period.
https://www.wsj.com/articles/return-to-normal-not-good-enough-for-department-stores-11621530127
🌻通膨. The magic number 4.
Mackintosh 表示,經濟復甦提高通膨也有利股市,聯準會 (Fed) 在這個階段也很樂意忽略通膨,因為經濟成長正是政府想要的。但當通膨進一步上升,壓縮到股票報酬率時, 4% 通膨率將成為關鍵點。
據統計自 1957 年標普 500 指數創立以來,美國曾有 9 次通膨率高於 4%,這其中的 8 次,股市在 3 個月後下跌。只有 2005 年突破 4% 又隨即回落,因而未影響大盤。
https://news.cnyes.com/news/id/4647748
WSJ原文在此:
https://www.wsj.com/articles/inflations-magic-number-is-four-11621355006
🌻附上本周發表財報的公司一覽表(在下方留言處)
🌻專門介紹美國豪宅的YouTuber。宅在家沒事可以欣賞一下。
https://m.youtube.com/user/enesyilmazer
Pictures: from earningswhispers.com; It's always a pleasant surprise when animal friends visited. This time, three in a low.
一次有三隻鹿來拜訪.
影片: https://youtu.be/TxLTGe9IdWA
同時也有41部Youtube影片,追蹤數超過70萬的網紅てぬキッチン/Tenu Kitchen,也在其Youtube影片中提到,〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓 \おかげさまで2年連続レシピ本大賞をいただきました♪/ 『材料2つから!オーブン不使用!もっと!魔法のてぬきおやつ』 ↓↓ https://www.amazon.co.jp/dp/4847070267 \お陰様で再度重版していただき10万2...
「not sober」的推薦目錄:
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- 關於not sober 在 CheckCheckCin Facebook 的最佳貼文
- 關於not sober 在 てぬキッチン/Tenu Kitchen Youtube 的精選貼文
- 關於not sober 在 Huong Nguyen Youtube 的精選貼文
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not sober 在 猴子的動漫部屋 Monkey's Comics Facebook 的精選貼文
#煩燥星期一 耶穌: 我的血就算100%含葡萄酒也不會醉啦~ 含0.05%去上班也是完全OK啦~~~ 但你不是我啊!!! 動動腦子!!!!!
(好明顯我星期一仆直左先至今日出圖www)
#unstableMonday Clearly I f_cked up my Monday therefore I'm posting this on Tuesday LOL
Jesus ‘ There’s no way you have your blood-alcohol level above 0.05% and not drunk you know, wake up!!!’
-----------------------------------------
Finally watched Another Round!!! Love it!!!
Its a realistic version of Hangover I think. Bromance story is always my favourite.
--------------------------------
I enjoy drinking, but I do not believe alcohol could empower oneself.
Alcohol could not make you do something you have no will to do, or can not do;
It merely makes your ego go away thus less self doubt and self control. You can achieve all things when you are sober.
Which means, you are already charming and powerful, even without alcohol.
Alcohol is the sprinkle, not the ice-cream~~~
Enjoy life~~~ Believe in yourself~!
#Druk #AnotherRound #madsmikkelsen
not sober 在 CheckCheckCin Facebook 的最佳貼文
【濃痰化不開】你認識有化痰作用的水果嗎?
⭐緊記配合體質及症狀食用
⭐果肉果皮同樣有功效
#星期四食材
選對理氣化痰水果
咳嗽痰多時不敢亂吃水果?因為總覺得水果的果糖會惹痰!但如懂得選擇合適水果,更會有理氣化痰作用,例如蕓香科植物的黃皮、佛手柑、金桔、橙、橘、柚子等,如果屬風寒咳嗽,伴隨症狀為喉嚨痕、痰色白、鼻塞、鼻水較為清稀等,宜吃屬性偏溫熱的金桔、佛手柑及黃皮;如果屬風熱咳嗽,伴隨症狀為痰色黃而濃稠、喉嚨乾痛、口渴、易出汗、小便偏黃等,宜吃屬性偏寒涼的橙、橘及柚子。
金桔 — 性溫,有理氣解鬱、消食化痰的作用,對於有胸悶氣結、心情鬱悶人士最為適合,同時可紓緩因肝氣鬱結而引起的食慾不振。要注意脾胃氣虛者不可多吃。
羅漢果 — 性寒,具解暑清肺、化痰止咳、潤腸通便功效,適合風熱型感冒引起的咳嗽、喉嚨痛,亦適合熬夜、煙酒過多、飲食過度而導致的喉嚨痛、扁桃腺發炎、失聲及便秘等症狀。但要注意風寒感冒、咳嗽及脾胃虛寒者不宜多服。
黃皮 — 性溫,具行氣、消食、化痰功效,適合風寒咳嗽、食積不化、痰飲喘咳患者食用。
橙 — 性涼,可和胃寬胸、化痰潤肺,也有解噁心嘔吐、胸悶腹脹的作用,但多吃則會傷肝氣,有風寒感冒、寒咳人士忌吃。
橘 — 相比於橙及柑較細小,形狀扁圓,顏色比橙較紅,果皮較薄。橘性涼,有潤肺開胃、理氣化痰及止渴的功效,消化不良及身體有偏熱症狀人士尤其適合。已熟透變紅的橘皮曬出的就是陳皮,青的橘皮曬過就是青皮。有氣滯人士可適當地食用橘子,有助理氣。
柚子 — 性寒,有清熱消滯、下氣化痰、消食醒酒的作用,適合消化不良、胃脹、噯氣、宿醉未解人士食用,亦適合風熱咳嗽患者。氣虛體弱、脾虛便溏者不宜多食。
留言或按讚👍🏻支持一下我們吧!❤️ 歡迎 Follow 我們獲得更多養生資訊。
Choose the right fruit to regulate qi and clear phlegm
When we are coughing up phlegm, we tend to avoid eating fruits because we believe the sweetness would trigger phlegm production. There are actually some fruits that can regulate qi and clear the phlegm. This includes plants from the Rutaceae family, such as Chinese wampi, bergamot, kumquat, orange, citrus, and grapefruit.
If we are down with wind-cold type of cough (other accompanying symptoms include itchy throat, nasal congestion, and clear and watery nasal mucus), you can eat fruits that are warm in nature, such as kumquat, bergamot, and Chinese wampi.
If the cough is wind-heat type (other accompanying symptoms include thick and yellow phlegm, dry and sore throat, excessive thirst, sweat easily, and yellow urine), it is best to consume fruits that are cold in nature, such as monk fruit, orange, citrus, and grapefruit.
Kumquat - warm in nature, helps to regulate qi and relieve depression, aid digestion and reduce phlegm. It is especially suitable for those for those with qi stagnation and tight chest, and those in bad mood. They help to relieve lack of appetite due to liver qi stagnation. Note those with weak spleen and stomach should not eat too many kumquats.
Monk fruit - cold in nature, helps to relieve summer heat and clear lung, relieve phlegm and cough, moisten intestine and relieve constipation. Suitable for those with hot-wind related cough, sore throat, as well as night owls, those who drink and smoke, overeating related sore throat, tonsillitis, loss of voice and constipation. Note that those with cold-wind related flu, cough and those with asthenic weak spleen and stomach should not consume.
Chinese wampi - warm in nature; helps with digestion, promotes the circulation of qi, and clears phlegm. It can relieve wind-cold type of cough and is suitable for patients with indigestion and phlegmatic cough.
Orange - cool in nature, helps to neutralize the stomach, reduce phlegm and moisten the lungs, and relieve nausea and vomiting. But overeating it can hurt your liver qi and it is not suitable for those with wind-cold flus and cold cough.
Clementine - they are smaller than oranges, shaped like a flatter circle, redder in color than oranges and have thinner peel. They are cool in nature and can moisten the lungs and improve appetite, regulate qi, reduce phlegm and relieve thirst. They are especially suitable for those with indigestion and those with heat-related symptoms. If you take ripe clementines with their red peel to dry, you will make dried citrus peel and unripe green skin after drying makes dried unripe citrus peel. Those with qi stagnation can appropriately eat tangerines to regulate qi.
Pomelo - cold in nature; helps to clear heat and relieve stagnation, clear qi and phlegm, aid digestion and help drunk individuals to sober up. It is suitable for people with digestion, bloating and belching problems, as well as those with a hangover. Individuals with a weak body, deficiency issue with the spleen and loose stools should not consume excessively.
Comment below or like 👍🏻 this post to support us. ❤️ Follow us for more healthy living tips.
#男 #女 #我畏冷 #我煩躁 #咳嗽 #感冒
not sober 在 てぬキッチン/Tenu Kitchen Youtube 的精選貼文
〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓
\おかげさまで2年連続レシピ本大賞をいただきました♪/
『材料2つから!オーブン不使用!もっと!魔法のてぬきおやつ』
↓↓
https://www.amazon.co.jp/dp/4847070267
\お陰様で再度重版していただき10万2千部に!本当に本当にありがとうございます!/
『世界一ラクチンなのに超美味しい!魔法のてぬきごはん』
↓
https://www.amazon.co.jp/dp/4847099621
\15万8千部突破!!お菓子レシピ本大賞♪/
『材料2つから作れる!魔法のてぬきおやつ』
↓
https://www.amazon.co.jp/dp/484709879X/
Amazon、その他ネット書店、全国の本屋さんで販売していただいております!
ぜひチェックしていただけると嬉しいです♪
〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓〓
▽〝さつまいもの甘辛バター〟の詳しいレシピはこちらのブログから♪
『てぬキッチンのブログ』⇒ https://www.tenukitchen.com/entry/2021/09/20/212422
▽twitterもやっているので、もし『てぬキッチン』のレシピをお試し頂いたら、#てぬキッチン をつけて投稿してもらえると嬉しいです♪
『てぬキッチンのtwitter』⇒ https://twitter.com/tenu_kitchen
【さつまいもの甘辛バター】
今日は、さつまいもの簡単レシピ『さつまいもの甘辛バター』を作りました!
レンジで先に柔らかくしたさつまいもをバターでこんがりと焼いて甘辛で味付けしたもの!
地味だけど、頻繁に食べたくなるさつまいもレシピ!ごまたっぷりで風味も増して箸が止まらなくなります。ぜひぜひさつまいもがあったらお試しください!!
〈材料〉2人分
さつまいも 200g
☆醤油 小さじ1
☆砂糖 小さじ2
バター 15g
白いりごま 小さじ2
▽チャンネル登録はこちらから♪
⇒http://www.youtube.com/channel/UC1HZhN0HjriRUhqH7wGyRQg?sub_confirmation=1
【Sweet potato sweet and spicy butter】
Today, I made a simple recipe for sweet potatoes, "Sweet potato sweet and spicy butter"!
Sweet potatoes that have been softened first in the microwave are baked with butter and seasoned with sweet and spicy!
A sweet potato recipe that is sober but you will want to eat it often! The chopsticks will not stop because of the rich flavor and the flavor. If you have sweet potatoes, please try them! !!
〈INGREDIENT〉for2
Sweet potato 200g
☆ 1 teaspoon of soy sauce
☆ 2 teaspoons of sugar
Butter 15g
2 teaspoons of white sesame seeds
▽Subscribe to my channel♪
⇒http://www.youtube.com/channel/UC1HZhN0HjriRUhqH7wGyRQg?sub_confirmation=1
◎お仕事の依頼等はこちらまで→tenukitchen_tenukin@yahoo.co.jp
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楽曲提供:フリーBGM DOVA-SYNDROME by http://dova-s.jp/
効果音素材:ポケットサウンド – https://pocket-se.info/
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not sober 在 Huong Nguyen Youtube 的精選貼文
ig: @ngxuanhuong
another vlog that took me 5 months to finish editing ehehe so enjoy my trip to hạ long & yên tử in october 2020 which i did not know would have been my last trip of the year. it's february 2021 now fyi :x
music:
- fermented // by my homie @teeayz
- summer nights // free copyright from epidemic sound
- the way // by da one n only @teeayz again comin' thru wit dat gud ass music
- sober tho(ugh)ts // free copyright from soundcloud
not sober 在 LaLa in Korea Youtube 的精選貼文
***********************************
日韓夫婦で子供2人(息子+娘))と韓国で生活しているLaLaと申します^^
在韓14年目の日本人主婦が日常や韓国料理などをアップしている日常Vlogとなります。
最後まで楽しんで観て頂けると嬉しいです☆
***********************************
みなさん、こんにちは☆
ここ最近ずっとマイナス10度前後の日々が続いています。
外は寒いですが、家の中はオンドルで暖かいのが韓国の魅力の1つです^^
今週は主人の誕生日だったのでチェプチェとわかめスープでお祝いしました。
我が家のチャプチェの作り方もご紹介しているので最後まで楽しんで観て
いただけると嬉しいです☆
インスタグラムも良かったらフォローお願いします☆
Instagram@lala_in_korea
https://www.instagram.com/lala_in_korea
☆動画内の料理について☆
韓国料理の作り方を紹介させてもらっていますが、私の料理はあくまでも我が家流です。
作り方も材料も家庭によってさまざまなので、これが基本の作り方ではないということを
ご理解いただいた上で観て頂けると有り難いです^^
でももっとこうした方が美味しいよ!などのご意見があればぜひぜひコメント頂けると
嬉しいです☆
☆韓国の名節の過ごし方動画☆
2020年の秋夕(チュソク)
https://www.youtube.com/watch?v=RonvBGTR-VE&t=311s
2020年の旧正月(ソルラル)
https://www.youtube.com/watch?v=lZ0yBr--Vbs
2019年の秋夕(チュソク)
https://www.youtube.com/watch?v=J29ahw51G1Y
2019年の旧正月(ソルラル)
https://www.youtube.com/watch?v=hqI54RKYQ8o
【妹のYoutubeを紹介します】
日本に居る姪っ子はCTNNB1異常症です。
日本ではあまり症例がなく情報がないのが現状です。
妹のYoutubeでは障害を抱えた人やその家族の生活を綴っています。
宜しかったら一度ご覧頂けると嬉しいです^^
”ゆりととろん”
https://www.youtube.com/channel/UCslM0dofIv_6-gNDQC-wEKQ/videos
💌 e-mail : lalainkorea1236@gmail.com
🎵BGM
"Almost-Sober"
https://icons8.jp/music/search/almost-sober
"Already There"&"Do Not Go Gentle"
http://joshwoodward.com
#日韓夫婦 #韓国料理#日常Vlog
not sober 在 The Kid LAROI - not sober (unreleased) 歌詞翻譯中文字幕 的推薦與評價
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