🌻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14部Youtube影片,追蹤數超過9萬的網紅Shiney,也在其Youtube影片中提到,ซื้อเกมได้ที่ https://store.epicgames.com/legendauser/control Control พากย์ไทย แปลไทย Control with Ray Tracing On Control is an action-adventure vide...
「research object」的推薦目錄:
- 關於research object 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於research object 在 Facebook 的最讚貼文
- 關於research object 在 Hermès Facebook 的最讚貼文
- 關於research object 在 Shiney Youtube 的最佳貼文
- 關於research object 在 Shiney Youtube 的精選貼文
- 關於research object 在 Shiney Youtube 的精選貼文
- 關於research object 在 ResearchObject/ro-crate: Research Object Crate - GitHub 的評價
- 關於research object 在 What is the difference between "subject" and "object" of study ... 的評價
- 關於research object 在 Object detection - Google Colaboratory “Colab” 的評價
- 關於research object 在 Object Research Systems - YouTube 的評價
- 關於research object 在 End-to-End Object Detection with Transformers - Meta Research 的評價
research object 在 Facebook 的最讚貼文
🥶這個冷知識🧊是真新聞⛄️⛄️
🎈美國國家航空暨太空總署(NASA)宣布下月21日將有一巨大小行星接近地球,這顆編號為231937的小行星是今年接近地球最大顆的小行星,高1.7公里,比目前世界第一高樓哈里發塔(Burj Khalifa)2倍尺寸還大。
英國媒體《地鐵報》(Metro)報導,231937號小行星將在距地球193萬公里處飛過,這個距離相當於地球到月球5倍長,美國國家航空暨太空總署認定距離地球1億5千萬公里飛過的太空石頭為「近地天體」(Near Earth Object),當近地天體與地球相交的距離小於750萬公里,且直徑大於140公尺時,都會被歸類具「潛在危險」,可能對整個地區造成嚴重破壞,並可能比最強大的核子武器威力還大。
這顆小行星其實早在2001年就由林肯近地小行星研究小組 (Lincoln Near-Earth Asteroid Research)透過望遠鏡偵測到。天文學家利用這些觀察結果,計算了小行星的運行軌道以及跟地球的距離,確認它的時速為123919公里。
NASA正在研究未來能使小行星偏轉、避免跟地球碰撞的方法,例如通過使用太空飛行器的重力將小行星緩慢拉離其軌跡至安全距離。
若想觀測231937號小行星,可在美東時間3月20日凌晨4時45分,朝東南方地平線觀測,位置約在射手座和南冕座之間。
🙏🏻星星不要來。
research object 在 Hermès Facebook 的最讚貼文
Discover the « À l’écoute » necklace designed by Pierre Hardy, Creative Director of Hermès jewellery. One of the challenges was to create an object that offered both hold and flexibility. A long and complex research process drawing on all the know-how of the workshops was needed to ensure that each curve and each articulation contributed to creating perfect balance.
Three hundred hours of jewellery-making, setting and polishing work were required to bring this piece to life.
h.fr/High-Jewellery
research object 在 Shiney Youtube 的最佳貼文
ซื้อเกมได้ที่ https://store.epicgames.com/legendauser/control
Control พากย์ไทย แปลไทย
Control with Ray Tracing On
Control is an action-adventure video game developed by Remedy Entertainment and published by 505 Games. The game revolves around the Federal Bureau of Control (FBC), a secret U.S. government agency tasked with containing and studying phenomena which violate the laws of reality. As Jesse Faden, the Bureau's new Director, players explore the Oldest House – the FBC's paranormal New York headquarters – and utilize powerful abilities in order to defeat a deadly enemy known only as the Hiss, which has invaded and corrupted reality. Control was released on August 27, 2019 for Microsoft Windows (via the Epic Games Store), PlayStation 4, and Xbox One.
Control revolves around a clandestine United States government agency known as the Federal Bureau of Control (FBC). The FBC's goal is to contain, study, and ultimately control objects and phenomena which defy scientific law. To that end, they seek out paranormal phenomena on a national scale, including "Altered Items", ordinary objects acted upon by otherworldly forces, and "Altered World Events," or AWEs. Certain Altered Items known as Objects of Power cause AWEs, and can be used in-game to gain new abilities. The FBC contains Altered Items within the Oldest House, a featureless Brutalist skyscraper in Manhattan that acts as the agency's headquarters. The Oldest House itself is considered a "Place of Power," and is vastly larger on the inside than on the outside, breaking the laws of reality. The Oldest House is connected to alternate dimensions which are studied by the FBC. Otherworldly forces leak into the Oldest House, including the Hiss, an unidentified force which acts as Control's main antagonist. During the events of the game, the Hiss invades the Oldest House and the FBC, and Jesse Faden is tasked with regaining control of the supernatural building and restoring order to the Bureau.
Jesse Faden arrives at the Federal Bureau of Control in search of her younger brother, Dylan, who was kidnapped by the Bureau in their childhood after a supernatural event occurred in their hometown of Ordinary. Arriving at the Oldest House, the FBC's supernatural headquarters, Jesse finds it under attack by a hostile force known only as "the Hiss," which possesses the FBC's agents and corrupts the building. After Zachariah Trench, the Bureau's Director, is killed mysteriously, Jesse is unexpectedly deemed to be the new Director after she is chosen to wield the Service Weapon, a supernatural Object of Power which determines the Bureau's leadership. Wielding a host of supernatural powers, Jesse is tasked with defeating the Hiss and restoring order to the Oldest House. Along the way, she locates the scattered surviving agents of the FBC, including Research Specialist Emily Pope, Security Chief Simon Arish, Head of Research Casper Darling, Head of Operations Helen Marshall, and Head of Security Salvador.

research object 在 Shiney Youtube 的精選貼文
ซื้อเกมได้ที่ https://store.epicgames.com/legendauser/control
Control พากย์ไทย แปลไทย
Control with Ray Tracing On
Control is an action-adventure video game developed by Remedy Entertainment and published by 505 Games. The game revolves around the Federal Bureau of Control (FBC), a secret U.S. government agency tasked with containing and studying phenomena which violate the laws of reality. As Jesse Faden, the Bureau's new Director, players explore the Oldest House – the FBC's paranormal New York headquarters – and utilize powerful abilities in order to defeat a deadly enemy known only as the Hiss, which has invaded and corrupted reality. Control was released on August 27, 2019 for Microsoft Windows (via the Epic Games Store), PlayStation 4, and Xbox One.
Control revolves around a clandestine United States government agency known as the Federal Bureau of Control (FBC). The FBC's goal is to contain, study, and ultimately control objects and phenomena which defy scientific law. To that end, they seek out paranormal phenomena on a national scale, including "Altered Items", ordinary objects acted upon by otherworldly forces, and "Altered World Events," or AWEs. Certain Altered Items known as Objects of Power cause AWEs, and can be used in-game to gain new abilities. The FBC contains Altered Items within the Oldest House, a featureless Brutalist skyscraper in Manhattan that acts as the agency's headquarters. The Oldest House itself is considered a "Place of Power," and is vastly larger on the inside than on the outside, breaking the laws of reality. The Oldest House is connected to alternate dimensions which are studied by the FBC. Otherworldly forces leak into the Oldest House, including the Hiss, an unidentified force which acts as Control's main antagonist. During the events of the game, the Hiss invades the Oldest House and the FBC, and Jesse Faden is tasked with regaining control of the supernatural building and restoring order to the Bureau.
Jesse Faden arrives at the Federal Bureau of Control in search of her younger brother, Dylan, who was kidnapped by the Bureau in their childhood after a supernatural event occurred in their hometown of Ordinary. Arriving at the Oldest House, the FBC's supernatural headquarters, Jesse finds it under attack by a hostile force known only as "the Hiss," which possesses the FBC's agents and corrupts the building. After Zachariah Trench, the Bureau's Director, is killed mysteriously, Jesse is unexpectedly deemed to be the new Director after she is chosen to wield the Service Weapon, a supernatural Object of Power which determines the Bureau's leadership. Wielding a host of supernatural powers, Jesse is tasked with defeating the Hiss and restoring order to the Oldest House. Along the way, she locates the scattered surviving agents of the FBC, including Research Specialist Emily Pope, Security Chief Simon Arish, Head of Research Casper Darling, Head of Operations Helen Marshall, and Head of Security Salvador.

research object 在 Shiney Youtube 的精選貼文
ซื้อเกมได้ที่ https://store.epicgames.com/legendauser/control
Control พากย์ไทย แปลไทย
Control with Ray Tracing On
Control is an action-adventure video game developed by Remedy Entertainment and published by 505 Games. The game revolves around the Federal Bureau of Control (FBC), a secret U.S. government agency tasked with containing and studying phenomena which violate the laws of reality. As Jesse Faden, the Bureau's new Director, players explore the Oldest House – the FBC's paranormal New York headquarters – and utilize powerful abilities in order to defeat a deadly enemy known only as the Hiss, which has invaded and corrupted reality. Control was released on August 27, 2019 for Microsoft Windows (via the Epic Games Store), PlayStation 4, and Xbox One.
Control revolves around a clandestine United States government agency known as the Federal Bureau of Control (FBC). The FBC's goal is to contain, study, and ultimately control objects and phenomena which defy scientific law. To that end, they seek out paranormal phenomena on a national scale, including "Altered Items", ordinary objects acted upon by otherworldly forces, and "Altered World Events," or AWEs. Certain Altered Items known as Objects of Power cause AWEs, and can be used in-game to gain new abilities. The FBC contains Altered Items within the Oldest House, a featureless Brutalist skyscraper in Manhattan that acts as the agency's headquarters. The Oldest House itself is considered a "Place of Power," and is vastly larger on the inside than on the outside, breaking the laws of reality. The Oldest House is connected to alternate dimensions which are studied by the FBC. Otherworldly forces leak into the Oldest House, including the Hiss, an unidentified force which acts as Control's main antagonist. During the events of the game, the Hiss invades the Oldest House and the FBC, and Jesse Faden is tasked with regaining control of the supernatural building and restoring order to the Bureau.
Jesse Faden arrives at the Federal Bureau of Control in search of her younger brother, Dylan, who was kidnapped by the Bureau in their childhood after a supernatural event occurred in their hometown of Ordinary. Arriving at the Oldest House, the FBC's supernatural headquarters, Jesse finds it under attack by a hostile force known only as "the Hiss," which possesses the FBC's agents and corrupts the building. After Zachariah Trench, the Bureau's Director, is killed mysteriously, Jesse is unexpectedly deemed to be the new Director after she is chosen to wield the Service Weapon, a supernatural Object of Power which determines the Bureau's leadership. Wielding a host of supernatural powers, Jesse is tasked with defeating the Hiss and restoring order to the Oldest House. Along the way, she locates the scattered surviving agents of the FBC, including Research Specialist Emily Pope, Security Chief Simon Arish, Head of Research Casper Darling, Head of Operations Helen Marshall, and Head of Security Salvador.

research object 在 What is the difference between "subject" and "object" of study ... 的推薦與評價
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