🌻
Labor shortage的問題最近常出現在新聞裡, 而labor cost也讓企業頭疼. 前幾天Morgan Stanley有出一篇報告, 主要是說Amazon(AMZN)因為人力支出, 獲利會受壓, 短期內股價可能因此會一直盤整下去:
物流人力成本沉重!大摩砍亞馬遜目標價
https://news.cnyes.com/news/id/4730852
而剛好前兩天的新聞有提到, 透過電商購物的消費者增加, 而其實電商會比傳統的零售業, 需要更多的人力在物流中心, 來做商品的包裝, 運送等:
"Demand for distribution workers has skyrocketed as more consumers shop online, in part because picking, packing and shipping e-commerce orders is more labor-intensive than traditional warehouse operations that distribute wholesale goods or replenish store inventory."
Source: https://www.wsj.com/articles/logistics-operators-raise-pay-enlist-robots-to-meet-holiday-demand-11632657600
🌻每周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post_29.html
🌻如何逢低買進(buy the dip)?
每個人buy the dip的方法不同. 這邊簡單說一下我要buy the dip的話, 會注意哪些事情.
1. 個股所在的類股的表現
2. 均線
3. 大盤
4. 財報發表了沒
5. 股價還有沒有上行的空間(估值高低的問題)
🌻有趣的美股小知識: Why You Should Pay Attention to the Way Management Talks
Nomura(野村)的策略家發現, 當CEO在電話會議中, 用簡單易懂的方式來說明公司業務的話, 公司的股價會比使用複雜語言的CEO的公司股價還高.
Mezrich found that simple really does matter. Using the Gunning Fog index, he ranked companies in the Russell 1000 into tenths, based on their earnings conference calls. Over the past three years, the companies with the simplest language have returned 19.2% annualized, beating the equal-weighted Russell 1000’s 15.7%. Those with the most complex language returned just 13.4%. The complex language portfolio was also more volatile than the simple language portfolio.
“Since senior management delivers an earnings call, simple language may produce more confidence among investors in management’s ability to deliver on their vision,” Mezrich explains. “Hence, simpler language earnings calls can lead to subsequent stock outperformance.”
Source:
https://www.barrons.com/articles/earnings-call-language-stocks-51632526564
Picture: 小鎮的秋景. 圖片來源: Facebook. 攝影者不明.
同時也有1397部Youtube影片,追蹤數超過23萬的網紅Appleが大好きなんだよ,也在其Youtube影片中提到,今日は月曜日です!ここ1週間のニュースのまとめです。iPad関連情報が多数。イベント関連のさらなる噂やiPhone 13のTouch IDの話、Mac miniの発売時期など出ています。 <引用・要約させていただいたソース記事> <9to5Mac> https://9to5mac.com/202...
「confidence in」的推薦目錄:
- 關於confidence in 在 貓的成長美股異想世界 Facebook 的精選貼文
- 關於confidence in 在 Facebook 的精選貼文
- 關於confidence in 在 Milton Goh Blog and Sermon Notes Facebook 的精選貼文
- 關於confidence in 在 Appleが大好きなんだよ Youtube 的最佳解答
- 關於confidence in 在 王大喜 Youtube 的最讚貼文
- 關於confidence in 在 ロイドごはん Youtube 的最讚貼文
- 關於confidence in 在 20211107 Confidence in Seasons of Uncertainty - YouTube 的評價
confidence in 在 Facebook 的精選貼文
姐姐妹妹回來浪中島 夏日海灣渡假村 @summerbaylti 考試成為「名仕潜水员」
姐姐潛水經驗快15年 而妹妹潛水經驗已有7年之久
少于2%的潜水员拥有「名仕潛水員」这个等级
開心開心
你們也來玩 來來來
這幾年來出島都全在穿 @ripcurlmy 的衣服 和 潛水服 又帥又舒服 😌 姐姐名字購買還有額外折扣哦
所有 @ripcurlmy 商品衣服包包鞋子手錶帽子配件 用姐姐名字 LENGYEIN 一律有額外折扣
Came back to @summerbaylti to get our PADI “MASTER SCUBA DIVER” certificate.
I’ve been a diver for almost 15 years and @lengsean had been diving for 7 years.
Fewer than 2% of divers ever achieve this rating, which makes MSD an elite group.
Pursuing the MSD has also changed people’s lives, helping them learn new skills, grow confidence, promote ocean conservation, and focus on their physical and mental wellbeing on being a diver.
Wana join us ? Enrol now
Suited up in @ripcurlmy lookin’ cool and comfy.
Get extra discounts with my name : LENGYEIN
26/9 - 30/9 Lang Tengah Island
@summerbaylti +60199527966
島嶼拍攝開跑啦 Diving Trip with @gopromysg @ripcurlmy @malaysia.truly.asia
@gopromysg 拍攝器材
化妝品 Make up @onlykorea_asia
Discount: lengyein / lengsean
接頭髮 @mango_hairextentions
指甲 Nails @m_pavillion
#SummerBay #SummerBayResort #SummerBayResortLangTengah #Resort #GoProHero10 #GoPro #GoProMYsg #Ripcurl #RipCurlMY #LangTengah #LangTengahIsland #Terengganu #CutiCutiMalaysia #Terengganu
confidence in 在 Milton Goh Blog and Sermon Notes Facebook 的精選貼文
Live Free from the Curse
“Yahweh says: “Cursed is the man who trusts in man, and makes flesh his arm, and whose heart departs from Yahweh. For he shall be like a bush in the desert, and shall not see when good comes, but shall inhabit the parched places in the wilderness, a salt land and not inhabited. “Blessed is the man who trusts in Yahweh, and whose confidence is in Yahweh. For he shall be as a tree planted by the waters, who spreads out its roots by the river, and shall not fear when heat comes, but its leaf shall be green; and shall not be careful in the year of drought, neither shall cease from yielding fruit.” (Jeremiah 17:5-8 WEB)
When you trust in your arm of flesh, you are unable to receive God’s grace in your circumstances. You make Christ of no effect to you when you operate by the flesh instead of by the Spirit.
The cursed way is to be like Adam after the fall, cursed to eat bread by the sweat of his brow. The ground would sprout forth thorns and thistles, hindering the fruitfulness of what is sown.
Hard labor by the flesh and not by the anointing is the cursed way. “Nothing is going to happen if I don’t do it myself, so I will handle it on my own.” That is the mindset of one who trusts in his arm of flesh.
What is the difference between the “bush in the desert” and the “tree planted by the waters”? The answer is: the presence of water.
The cursed man does not care to receive and meditate on the water of God’s word, so he does not have the hope from God’s promises.
On the other hand, the blessed man is planted by the waters, constantly receiving and meditating on God’s word. He has strong faith and hope in God’s promises, and experiences fruitfulness, health, youth renewal, and provision.
“The farmer sows the word. The ones by the road are the ones where the word is sown; and when they have heard, immediately Satan comes, and takes away the word which has been sown in them. These in the same way are those who are sown on the rocky places, who, when they have heard the word, immediately receive it with joy. They have no root in themselves, but are short-lived. When oppression or persecution arises because of the word, immediately they stumble. Others are those who are sown among the thorns. These are those who have heard the word, and the cares of this age, and the deceitfulness of riches, and the lusts of other things entering in choke the word, and it becomes unfruitful. Those which were sown on the good ground are those who hear the word, and accept it, and bear fruit, some thirty times, some sixty times, and some one hundred times.”” (Mark 4:14-20 WEB)
Why do you think the devil puts in so much effort to snatch the seed of God’s word from your heart? He deceives, distracts, intimidates, and tempts, all so that he can convince you to give up on God’s word.
It is because a person who allows God’s word to grow in his heart is the biggest threat to the demonic kingdom. A person who prays, loves, and preaches the Gospel destroys Satanic strongholds, yokes, and bondages, setting captives free.
Such a person’s life flourishes through God’s word, and enjoys hundredfold harvests of God’s blessing.
If the enemy can steer you away from receiving God’s word, he can keep you living in defeat. Let us see through his evil strategies and do the exact opposite: every day, receive the Gospel and hear about the gift of righteousness and the abundance of grace available to you through our Lord Jesus Christ. Saturate your mind and heart with the Gospel. This is one way you can silence the serpent in your life!
“Silencing the Serpent” is my ebook about spiritual warfare and how Christians can emerge victorious in it. You will discover the mighty spiritual weapons you have in Christ, and learn about the enemy’s strategies as well as how to counter them with Biblical truths. Expect long-time addictions, bondages, and patterns of defeat to be broken when you meditate on the truths in this book: https://bit.ly/silence-the-serpent-now
confidence in 在 Appleが大好きなんだよ Youtube 的最佳解答
今日は月曜日です!ここ1週間のニュースのまとめです。iPad関連情報が多数。イベント関連のさらなる噂やiPhone 13のTouch IDの話、Mac miniの発売時期など出ています。
<引用・要約させていただいたソース記事>
<9to5Mac>
https://9to5mac.com/2021/08/22/gurman-updated-mac-mini-with-new-design-and-more-ports-coming-in-the-next-several-months/
https://9to5mac.com/2021/08/22/gurman-apple-tested-iphone-13-with-touch-id-but-its-unlikely-to-launch-this-year/
https://9to5mac.com/2021/08/22/apple-to-launch-ipad-9-in-september-considering-titanium-finish-for-new-models/
https://9to5mac.com/2021/08/19/apple-to-keep-remote-work-until-early-2022-as-company-delays-office-return-once-again/
https://9to5mac.com/2021/08/19/iphone-nano-story-2011-steve-jobs/
https://9to5mac.com/2021/08/19/ipad-mini-6-case-molds-depict-new-thin-bezel-design-with-touch-id-power-button/
ソース
https://techordo.com
https://9to5mac.com/2021/07/20/new-ipad-mini-exclusive-a15-processor-usb-c/
https://9to5mac.com/2021/08/17/apple-watch-series-7-redesign-shown-off-in-new-cad-renders/
https://9to5mac.com/2021/08/17/supply-chain-checks-lend-confidence-in-september-iphone-13-launch-1tb-storage-tier/
<wccftech>
https://wccftech.com/m1x-mac-mini-delayed-due-to-marketing-reasons/amp/
ソース
https://twitter.com/LeaksApplePro/status/1427688425113726982
<DuanRui>
https://twitter.com/duanrui1205/status/1428939963245101061
<MacRumors>
https://www.macrumors.com/2021/08/20/digitmes-mulitple-apple-events-for-september/
https://www.macrumors.com/2021/08/19/9th-gen-ipad-this-fall-gurman/
https://www.macrumors.com/2021/08/18/apple-airpods-3-mass-produced-china-not-vietnam/
ソース
https://asia.nikkei.com/Business/China-tech/COVID-slows-Apple-and-Google-production-shift-away-from-China
https://www.macrumors.com/2021/07/26/ipad-mini-6-display-design-info/
ソース
https://twitter.com/DSCCRoss/status/1419728325379969031
Macお宝鑑定団
http://www.macotakara.jp/blog/rumor/entry-41593.html
<関連動画>
この秋も複数の新製品イベント開催か?MacBook Pro量産開始で11月?Appleの1週間 ニュースと噂まとめ・20210816
https://youtu.be/Iek51xkRuVM
2021年 この秋に出そうな噂のApple新製品まとめ・もうすぐ発表&発売?
https://youtu.be/ZSu7KmLG3t4
新型Watch&MacBookが登録された!AirPods3もiPhone 13と9月発売? Appleの1週間 ニュースと噂まとめ・20210808
https://youtu.be/Fc5zynvqoLU
単体売り開始Touch ID付Magic Keyboard!Mac色々接続してみた・8月3日にAppleが新発売したもの細かいチェック
https://youtu.be/kxr_Thk0Dos
新iPad miniはホームボタン有無どっち?Appleの噂とニュース20210802・上位iMacは2022年?チタンのiPhone?
https://youtu.be/fuSAhZA-S9A
<速報>Appleの2021年4-6月業績発表・iPhoneが昨年の1.5倍売れた!第3四半期決算
https://youtu.be/PTT-grbonWA
AirPods 3は9月?iPhone SE3?iPad mini6ミニLED?MacにFace ID?など・Appleの1週間 噂とニュースまとめ・20210726
https://youtu.be/sWmH5jqxo_c
また噂!全画面 iPad mini 6が秋に出たら涙出るほど嬉しい!miniっていいよな・A15にUSB-C?
https://youtu.be/XrBqaqzFxj4
新MacBook Proは9-11月?iPhone 13はやっぱり常時表示?Wi-Fi6E?などAppleの1週間 噂とニュースまとめ・20210719
https://youtu.be/ZMNirpbMc3g
再生リスト:2021Appleの噂やニュース
https://youtube.com/playlist?list=PL1bNs6yZxdxlWopvosovZ9AM6EEQOkjsw
撮影機材
・Panasonic Lumix GH5s
・Panasonic Lumix GH5
・Canon Power Shot G7X Mark II
・iPhone 12 Pro(Simフリー)
・iPhone 12 mini(Simフリー)
・iPadPro 11”(Simフリー)
・DJI OSMO Pocket
・Moment iPhone 外付けレンズ&専用ケース
動画編集
Final Cut Pro X
Adobe Illustrator(スライド)
Adobe Photoshop(スライド)
Adobe Character Animator(アニメーション)
※チャンネル全般で使っているものであって動画によって機材アプリは違います。
#Appleイベント
#iPadmini6
#Macmini
confidence in 在 王大喜 Youtube 的最讚貼文
2021/08/16紀實
#現實中的清明夢 #現實中的清醒夢 #清醒夢 #清明夢 #Lucid Dream in reality #夢中取得的素材 #時空U型金槽
316、
創造現實中的清明夢;神經元由光重塑。
The neuron reform through light, lucid dream in reality.
/.紀實 王大喜(Rasta Wang)
*夢、熨斗:象徵家的條理與愛情的溫暖。
*Dream, iron: symbolizes the organization of the family and the warmth of love.
/.原著 王大喜(Rasta Wang)
#關鍵字:夢中取得的素材,療癒是永久的 。
/.原始出處 王大喜(Rasta Wang)
#Key word: the elements get from dream, the healing Is permanent.
/.Origin Rasta Wang
*今日經文;Daily chapter:
「我在主裏很信你們必不懷別樣的心;但攪擾你們的,無論是誰,必擔當他的罪名。 但你們若被聖靈引導,就不在律法以下。 情慾的事都是顯而易見的,就如姦淫、污穢、邪蕩、 拜偶像、邪術、仇恨、爭競、忌恨、惱怒、結黨、紛爭、異端、 嫉妒、醉酒、荒宴等類。我從前告訴你們,現在又告訴你們,行這樣事的人必不能承受神的國。 凡屬基督耶穌的人,是已經把肉體連肉體的邪情私慾同釘在十字架上了。」
加拉太書 5:10, 18-21, 24 CUNP-神
「I have confidence to you-ward in the Lord, that ye will be none otherwise minded: but he that troubleth you shall bear his judgment, whosoever he be. But if ye are led by the Spirit, ye are not under the law. Now the works of the flesh are manifest, which are these: fornication, uncleanness, lasciviousness, idolatry, sorcery, enmities, strife, jealousies, wraths, factions, divisions, parties, envyings, drunkenness, revellings, and such like; of which I forewarn you, even as I did forewarn you, that they who practise such things shall not inherit the kingdom of God. And they that are of Christ Jesus have crucified the flesh with the passions and the lusts thereof.」
Galatians 5:10, 18-21, 24 ASV
(目前專注於療癒及生命紀錄,也恢復線上諮詢及捐款,如需手術請至以下官網詳閱。☀️🙏)
Donation for us as below(樂捐):
台幣帳號:
戶名:王大囍
銀行代號:808
銀行名稱:玉山銀行內湖分行
帳號:0462968127363
台幣帳號:
銀行代號:048
銀行名稱:王道銀行
帳號:01000115473288
美元帳號:
戶名:王大囍
E.SUN Multi-Currency Deposit
存戶帳號:0015879086033
Dream Walker: RastaWang.com
(夢行者,™,醒夢人)
confidence in 在 ロイドごはん Youtube 的最讚貼文
豚骨100%の超濃厚豚骨ラーメンを食べる!福岡県北九州市『ぎょらん亭本店』に久しぶりに伺ってきました。創業は昭和21年という古くからの老舗ラーメン店で、地元民からの根強い人気を誇っています。食べログのラーメン百名店にも選出されるなどその実力は高く評価されています。今回伺ったのは、ぎょらん亭が自信を持って提供するこってりラーメン「十割」をいただきました。売り切れ必至の濃厚なラーメン、早速動画をご覧ください!
*感染対策を徹底して撮影を行っています。
*撮影に際しては、お店の方や周りのお客様に充分配慮して撮影をおこなっています。
Eat super-rich pork bone ramen with 100% pork bones! I visited "Gyorantei Main Store" in Kitakyushu City, Fukuoka Prefecture for the first time in a while. Founded in 1946, it is a long-established ramen shop that is very popular with locals. Its ability is highly evaluated, such as being selected as one of the 100 famous ramen restaurants in Tabelog. This time, I visited Gyorantei with confidence in the rich ramen "100%". Please see the video of the rich ramen that is inevitably sold out!
* We take thorough measures against infection.
*When shooting, we give due consideration to the shop and customers around us.
いつもありがとうございます!( ´ ▽ ` )
高評価&チャンネル登録もよろしくお願いいたします!
#豚骨ラーメン #北九州 #ラーメン #ロイドごはん #濃厚
—————《サブチャンネルもよろしくお願いします!》—————————————
【メロンシートジャーニー】
https://www.youtube.com/channel/UCwNlBAUziFWkJZFY_u3t65A
【フラメンコロイド】
https://www.youtube.com/channel/UCsFJHNg3SR41R2a3vctUInw
—————《本日の店舗情報》—————————————————
『ぎょらん亭 本店』https://tabelog.com/fukuoka/A4004/A400401/40000363/
—————《ロイドごはんオススメの動画! ROIDGOHANs’ Recommended video》———————————
78才おじいちゃん屋台ラーメンの朝『幸っちゃん』夜明けの銀座【飯テロ】Old Style Ramen Stall Yatai Japanese Street Food
https://youtu.be/YHiWYvhxUI4
【家系ラーメン特集!】
https://www.youtube.com/playlist?list=PL6yW17uB9uIVUmOS8qnXrRwcBu8W-uRYZ
神回【ラーメン二郎の貴重映像】全増しが出来るまで一部始終を大公開!【ラーメン二郎 ひばりヶ丘店】ramen
https://youtu.be/mBFcdMHyaxA
—————《オリジナルサイトの情報》—————————————————
★ロイドwalker《人生をドラマチックに彩る旅とグルメと温泉図鑑》
https://ramenjapan.net/
★メロンシート《フラメンコギターの世界一の旅》
https://pordiotama3.xsrv.jp
★フラメンコロイド 《フラメンコロイドの神話と伝説》
https://flamenkoroid.net
—————《twitter》—————————————————————
★ロイドごはん
https://twitter.com/roidgohan
★メロンシート
https://twitter.com/meloncito310
★フラメンコロイド
https://twitter.com/flamenkoroid
—————《instagram》———————————————————-
★ロイドごはん
https://www.instagram.com/roidgohan
★メロンシート
https://www.instagram.com/satoshimelo...
★フラメンコロイド
https://www.instagram.com/flamenkoroid
confidence in 在 20211107 Confidence in Seasons of Uncertainty - YouTube 的推薦與評價
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