關於 for a second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.

如果可以，我希望大家在接受資訊時，盡量去看原文，並且做出判斷。

蘋果新聞網今早出了一篇獨家，大意是，該報電郵詢問歐盟藥管局（EMA）關於免疫橋接的看法，EMA也回覆給蘋果。

這是一個重要的資訊，所以我仔細看了這篇報導內容。蘋果也很盡責，將歐盟的回覆原文貼在報導下方，讓讀者自行參照。

但參照之後，不得不說，蘋果這篇報導在下標時，似有稍嫌誤導的問題。

蘋果的標題：考慮對新疫苗「開綠燈」。

這個標題讀起來，是歐盟對於免疫橋接給了一個相當正面的回覆。

但仔細看EMA的回覆全文：

"EMA is currently considering the scenarios in which an immune-bridging approach could be acceptable for approval of second generation vaccines. The topic has been discussed with the World Health Organisation (WHO), COVAX and international regulators.

Please note that the aspects of clinical trial design that could support a demonstration of adequate immune response are under consideration. EMA will communicate further when new information becomes available."

1. 歐盟強調的是「尚在討論」，並沒有暗示會「開綠燈」。

2. 第一段第一句用的是could，這是一個開放式的回答，意思是對於「免疫橋接能否被接受」的各種劇本還在討論。

3. 第二段回覆又再次強調，目前正在討論此事，EMA正在等待新的資訊。

我針對這篇蘋果報導的看法：

免疫橋接這件事，EMA的回覆顯示就是「有在討論，但沒有給特定方向」，是一個很中性的回答。最後結果（如果有的話），可能是綠燈，當然也可能是紅燈。EMA的回覆，並沒有favor任何一個特定方向。

蘋果報導為歐盟「考慮開綠燈」，坦白說我覺得已經超譯了歐盟給的回覆。It's inaccurate, to be honest, and even misleading.

最後還有一個很重要的問題。

歐盟的回覆是針對second generation vaccines，中文應該翻譯成「第二代的疫苗」。

但蘋果報導卻寫「新一代的疫苗」。

這兩者完全不同。

究竟，歐盟回覆所稱second generation vaccines，是針對例如輝瑞或莫德納等已經經過認證疫苗的第二代疫苗（例如輝瑞第二代、莫德納第二代等）？或是針對台灣的國產疫苗？

「第二代疫苗」跟「新一代疫苗」，在語意上可能指涉完全不同的東西。

如果要了解歐盟回覆的確切意思，可能必須要「請蘋果公佈當初詢問電郵的全文」，外界才能知道歐盟到底在回答什麼。

最後，我強調對蘋果這篇報導沒有惡意。我甚至非常肯定他們願意主動聯繫歐盟進行確認。只是這篇報導，需要更多資訊來佐證。

再者，我支持國產疫苗，但必須是在一個 #安全且有效 的原則。這也是為何，我認為蘋果報導中這個來自歐盟的回覆，值得進一步釐清。

大家可以看看這段原文，也歡迎留言告訴我你們的想法。

#免疫橋接

哈囉，大家好！ 酒意思 Sip with Joyce 與 Youtuber Generally Recognized As Safe 鴿子蛋 聯袂合作，推出第二隻餐酒搭配短視頻囉！

這集，酒意思 Sip with Joyce 將巔覆大家的想像，把炸臭豆腐與葡萄酒搭在ㄧ塊，推薦了幾款能與炸臭豆腐搭配的葡萄酒。喜歡炸豆腐的朋友們千萬別錯過囉！

想知道Joyce 推薦的哪瓶葡萄酒最後與炸臭豆腐產生了最完美的結合嗎？趕快到 酒意思Sip with Joyce 的網站看結果喔！ https://www.sipwithjoyce.com/food-wine-pairing/could-wine-pair-with-fried-stinky-tofu-

對 Generally Recognized As Safe 鴿子蛋 的料理有興趣的朋友，歡迎他的頻道瞧ㄧ瞧！https://www.youtube.com/channel/UCCPCdNG2uxNRMqV8Mg7_cYA

想要找更多、更精采有趣的餐酒搭配請至 酒意思 Sip with Joyce
網站：https://www.sipwithjoyce.com/
臉書：https://www.facebook.com/sipwithjoyce
IG: @joyce_foodnwine https://www.instagram.com/joyce_foodnwine/
======

Hello everyone, my second food and wine paring video is up! In this video, I share my wine pairing ideas for a popular snack of Taiwan: Fried Stinky Tofu (Zhà chòu dòufu). I'm very honored to have Eric, the creator of Generally Recognized as Safe 鴿子蛋 to make the Fried Stinky Tofu for us. So sit tight, let us find out could wine pair with Fried Stinky Tofu.

To find out which wine goes with Fried Stinky Tofu the most, just clink the link below.
https://www.sipwithjoyce.com/food-wine-pairing/could-wine-pair-with-fried-stinky-tofu-

If you like Eric’s dish and would like to learn more about his cooking adventures, please check out his channel on YouTube, Generally Recognized as Safe. https://www.youtube.com/channel/UCCPCdNG2uxNRMqV8Mg7_cYA

Looking for more food and wine pairing ideas, please visit 酒意思 Sip with Joyce
Website: https://www.sipwithjoyce.com/
Facebook：https://www.facebook.com/sipwithjoyce
Instagram: @joyce_foodnwine | https://www.instagram.com/joyce_foodnwine/

台灣安全T恤（Taiwan safe zone t-shirt）► https://shopee.tw/jesustaiwan/7220592129
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💬 要不要幫我打字幕 ? 謝啦！


【笑一下吧 Check more videos】
🎥[阿兜仔]► https://pse.is/BHEPW
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🎥[黑VLOG]► https://pse.is/BWFNG

腳本：
上個月我拍一集說 Last month I film this video 我錯了！ I was wrong! 恐慌不好,沒有錯 Panic is not good, true 但是 but 防疫不夠更糟糕！ Not enough prevention is worst! 糟糕到引發 Worst till the point to lead us to 西班牙末日！ The end of Spain! 世界末日 The end of the world 你準備好嗎 Are you ready? 還好，我已經有口罩 Okay, I already have masks 感謝我的朋友 Thanks to my friends 因為你們本來把口罩搶走 Because you took all masks away 搶光光 All of them  COW杯 cow-bei 看來 It seems 疫情很嚴重 The epidemic is serious 靠腰，陰屍路到了 It's "the walking dead " 在這部影片 In this video  我沒有辦法說這句話 I can not say this 因為YouTube 不會讓我賺錢喔 Because YouTube won't make me money 謝謝YouTube  Thanks to YouTube  COW杯 Cowbei 這次我要拍 This video  像一些人的 Like some guy's 比較短的影片 It's short 重點是 The point is 西班牙 Spain 我以前的國家 My previous country 輸給臺灣 Lose to taiwan 西班牙輸了 Spain lost 臺灣 Taiwan 幹得好 Well done  對，沒錯 Yes yes 親愛的朋友 My dear friends  西班牙很糟糕 Spain is bad 臺灣做得非常好 Taiwan is doing very well 我口乾有一點渴 My mouth is a little thirsty 爽 Cool 這個故事告訴我們什麼？ What did this story say? 在這樣 In  世界末日 The end of the world  的情況下 In this situation 恐慌 Panic 有幫助 Works 不要誤會啦 Don't get me wrong 我覺得恐慌是不好的 I think panic is bad 但是在這種情況下 But in this situation  如果你要選 If you need to choose 過度 Over  或是不足 Or insufficient 過度比較好 Over is better 什麼意思？ What dose that mean? 臺灣從一開始 Taiwan from the beginning 好熱 So hot 臺灣人就恐慌了 Taiwanese panic 搶口罩 Grab mask 引發我買不到 So me can't buy any 咳咳 (Coughing) 不是不是 No, no 是我暗示你們很cow杯 I hint you guys are very cow-bei 從一開始 At the first time  臺灣人一直在噴酒精 Taiwanese have been spraying alcohol 但是西班牙人 But the spanish 已經有很多人得病 Already many people got sick 還會去參加很多人的活動 And go to lot of people's events 引發連政治人物 Even politicians 都生病了 Are sick  都得了 They got it 不過西班牙人跟臺灣人 But the Spaniards and Taiwanese 有兩件事做得一模一樣 Two things are done exactly the same 一，政治人物用這個 First, politicians use this 來攻擊彼此 To attack each other 來互罵 Come scolding each other 都是蔡英文的假新聞 It's all fake news from Cai Yingwen 這個是國民黨扯後腿 This is the KMT pulling hind legs 對，西班牙更嚴重 Yes, Spain is worse  真的很cow杯 It's really bad 第二件事 Second 是在這個情況之下 Is in this situation 大家 People  愛 Love 搶衛生紙 Grabbing toilet paper 在臺灣 in Taiwan 民眾狂搶衛生紙 People fight for toilet paper 因為謠言指出 Because rumors point out 衛生紙與醫療口罩原料相同 Toilet paper is the same as medical mask 可能會影響衛生紙產量與價格 May affect tissue production and prices 歐伊系 Yummy 這個算是美食節目嗎？ Is this a food show? 趕快按讚啦 Hurry up and like 百萬YouTuber YouTuber with more than one Million subs 為什麼 why 大家 everyone 愛搶衛生紙？ Love fight for toilet paper? 有人可以幫我解釋嗎？ Can someone explain it for me? 沒有你、沒有你、沒有你 Without you, without you, without you 不能沒有你 Can't live without you 寶貝、寶貝！ Baby Baby! 這樣 is because 比較安全嗎？ Is it safer? 要不要這樣出門？ Should I to go out like this? 也不錯 Not bad 我要告訴你們一個秘密 I want to tell you a secret 今年的新希望 My new goal for this year was 是申請臺灣國籍 Apply for Taiwan nacionality 本來想要回去西班牙辦這件事 I wanted to go back to Spain to do this 現在我不知道什麼時候可以回去 Now i don't know when i can go back 但是有一件事 But one thing 很清楚 is very clear 無論如何 no matter how 我一定 I must 要變成臺灣人 To become Taiwanese 小英，妳聽到嗎？ Little Tsai, do you hear me? 拜託妳 Please 沒問題 no problem 哦給 OK 謝啦 Thanks 因為臺灣表現得很好 Because Taiwan is doing very well 我已經在做這件T恤 I am already making this t-shirt 你們可以告訴大家 You can tell everyone 臺灣安全 Taiwan is safe 你們不是從武漢來的 You are not from Wuhan 為臺灣驕傲 Proud of taiwan 這個就是 This is 靠，我愛台灣 的意思 The meaning of Damn I Love Taiwan 現在懂嗎？ Do you understand now? 不過，要繼續加油 But needs keep fighting 西班牙更加油 Spain need it even more 親愛的家人 Dear family 親愛的朋友 Dear friends 拜託 Please 保持安全 stay safe 不要出門 Don't go out 常常洗手 Wash hands often 吃健康 Eat healthy 多休息 Rest more 常常運動 Exercise often 這個是COW杯 This is Cowbei 我是黑素斯 I´m Jesus 掰 Bye 欸？靠T恤我忘記匯款 Eh? I forgot to do transfer for T-shirt 等我一下 wait for me 掰 bye 我一定 I must 要變成臺灣人 To become Taiwanese 黑素斯沒問題 Jesus, no problem

我這次也有放字幕喔！請開啟字幕選擇你要看的語言！
What's up, everyone! I've finally got this Pakistani Wedding vlog episode 2 ready!

I know its been a while, so Click start and enjoy the vlog!

Massive shoutout to Hashim & Alleyna for inviting me to their wedding! It was really a whole new experience for me and for sure one of the best wedding experiences I've ever had.

第二集也終於出來囉！
還沒看第一集的限去看第一集唷！

小知識放在以下資訊欄

我參加的第三天的儀式是正式的婚禮
這天是新娘要正式出嫁 離開自己的家裡
搬去新郎的家裡 開始跟新郎一家的生活 所以會比較捨不得與感人

第四天的儀式 Walima 瓦利瑪
這是伊斯蘭婚禮兩個傳統部分的第二部分
在結婚儀式之後舉辦, 意思是團圓團聚, 是新娘嫁去夫家後的第一餐請大家吃飯. 也是婚後家庭幸福的象徵.

Takeaways:
- Walima: The second of the two traditional parts of an Islamic wedding. The Walima is performed after the marriage ceremony. The word walima is derived from alwalam, meaning to gather or assemble.
- Mehndi: A form of body art originating in ancient India, in which decorative designs are created on a person's body, using a paste, created from the powdered dry leaves of the henna plant.
- Mehndi Night: The night before the wedding or just a few nights before and is called Mehndi-Ki-Raat, which literally translates into Mehndi night. A night when everyone dances and sings in the event.

Filmed with: iPhone X
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