送君千里,終須一別。今天是AIT酈英傑處長搭機離開台灣的日子,我們知道每一位朋友都離情依依。大家或許知道,作為一位資深的職業外交官,酈處長私底下也是一位藝術畫作的愛好者與傳統書法的忠實粉絲。在他離開台灣之際,酈處長想要與大家分享兩件掛在AIT內湖新館的巨幅書法藝術作品,來表達他對傳統書法藝術的熱愛以及對台灣永續傳承文化的敬佩之情。
這兩件書法作品分別為古文《水經注》序與老子《道德經》「上善若水」句,內容如實且娓娓呈現了酈英傑處長的外交智慧 、生活哲學和對文化藝術的深刻鑑賞力。過去三年來酈英傑處長一直不遺餘力支持美台文化藝術交流,藉此更加了深美台雙方人與人之間的關係,實現其「四個增進」的目標之一。就像處長所說的,是緣分一次又一次把他帶回台灣。我們深信,他與台灣的大家,有緣千里必能再相會!我們後會有期!
✅酈英傑處長離任新聞稿請見:https://bit.ly/2UMRsCI
✨特別感謝台灣知名書法家林隆達先生為AIT創作此兩幅作品。
Today AIT Director Christensen departs from Taiwan. Did you know that he is a big fan of traditional calligraphy? Before his departure, Director Christensen is proud unveil two monumental calligraphic art pieces that now grace the walls of AIT. The first painting is an excerpt from Li Daoyuan's ancient classic, “Shui Jin Zhu.” The second is a noted quote entitled "The Goodness of Water” from Laozi’s “Tao Te Ching.” Both works reflect Director Christensen’s diplomatic wisdom, his philosophy of life, and his deep appreciation of Taiwan's arts and culture. Enhancing U.S.-Taiwan people-to-people ties is one of Director Christensen's four promotes that he worked tirelessly on these past three years. By supporting cultural and art exchange, people-to-people ties between the United States and Taiwan continue to grow stronger. Thank you, Director Christensen, and we hope to see you again soon!
✅Press release on Director Christensen’s departure: https://bit.ly/3idVHPH
✨Special thanks to Taiwan calligrapher Mr. Lin Lung-ta for creating the two calligraphic pieces for AIT.
同時也有2部Youtube影片,追蹤數超過4萬的網紅HELLO ELIE,也在其Youtube影片中提到,不介紹不行!隱藏在曼谷巷弄的法式甜點店 l 這是我吃到最完美的甜點..... 一起環遊世界吧!Hello Elie 這間甜點店之前其實有去過了,第一次去是因為甜點真的太可愛,又好吃,不介紹不行。 這一次去又被甜點吸引,哈哈哈,我就是一個被甜點控制腦波弱的人。 來泰國之前我其實吃不出甜點的魅力, 我...
big four台灣 在 Facebook 的最佳解答
[今日寫呢啲]首先都係死唔斷氣講iBond,本人就抽9中9,用埋埃汾太同埃汾妹戶口。100%命中,仲要彈無虛發。所以都真係有少少學問,計到數的。(當然唔係抽9中6就係運氣)
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2021比別人知得多。subscribe now(https://bityl.co/4Y0h)。Ivan Patreon,港美市場評點,專題號外,每日一圖,好文推介。每星期6篇,月費80,半年已1600人訂! 畀年費仲有85折
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咁,大家最關心,永恒最關心,都係嗰幾樣嘢。升定跌,買乜,幾時買幾時買,咩位買咩位賣。埃邦就冇頭兩個問題。先解答幾時賣:答案,if not now,when?至於咩位嘅,睇文吧。但講真,一手咪爭一兩舊水頂盡,雖然夾埋都成千銀嘅。你話派息會多咗?好似係。「但有冇計埋個discount rate 又高咗先?」。Patreon有講
然後又係嗰個問題,你真係幾億身家一萬幾千用嚟點煙,你就有資格唔抽。但得罪講句,我目測唔抽嗰啲,好多都仲窮過我。時間?我3個戶口玩晒都係10分鐘之內(好似5分鐘),況且,你可以在公司開會時做(*)。機會成本嘅,講咗啦,14日,3%,你自己年度化。我就唔知你有乜投資可以冇風險有呢個回報。個個講撚到自己股神咁呀,「我拎啲錢去買安踏 Microsoft 唔好?」。「如果跌呢?」
講返市,美股就較悶,雖然Microsoft靜靜地已經2萬億市值,之前任你買。生意悶但穩陣,雲端收租佬,但又未大到算壟斷,唔會畀人搞(Windows IE呢啲就一早搞過),況且我一路都覺得Microsoft係同政府(唔止美國!)關係最好嘅Big Tech,舊派人作風。況且啲業務真係冇咁敏感。
另外,Facebook都係創新高嘅,下一個里程碑就係到佢入four comma club(1,000,000,000,000),挑戰1萬億市值。原來而家都9700。
香港嘅?明顯啲科企又翻生,希望今次真。心水邊隻?文入面有講。提示係我都係鍾意大嘢。另外,長長和系長實1113長和1都強,領展823都新高。仲買唔買得過?文入面講
當然仲有,就快大過Adidas嘅安踏。啲數真定假?貴唔中貴?又係Patreon講。但我係十幾蚊買的,而家執十幾倍。單係呢下功力你已經要去訂啦(雖然銀碼唔大。萬幾變廿萬咁啦)。學你呢網友咁呢隻贏幾千嗰隻又輸返幾千,幾時先上到岸?
每日一圖嘅,兩個都講債息。第一個圖畀你睇到條yield curve點郁,點解呢排銀行股冇運行(花旗之前11連跌!都幾誇張,雖然只係陰啲陰啲,夾埋都未夠20%)。第二個圖,畀你見到通脹同債息真係正相關,但相關性唔算好強,同埋啲data 係cluster 嘅,七十年代嘅在一堆,近年嘅又另一堆,入面細解
Good Read就好睇。第一篇講台灣,彩票同埋散戶炒股。見到啲賣出頭獎彩獎嘅區呢,嗰啲證券行嘅友,就炒得特別狼死,亦輸得特別多。原因?覺得旺地啩。STEM嘅嘢
第二篇係Patreon CEO專訪,幾好睇。由佢初心講起,到佢講明唔想做色情(電子雞要搬家?不過人地話唔係色情),公司策略,唔想搞演算法。當然仲有最重要嘅:點解公司唔使畀蘋果抽30%—雖然佢嘅解釋大家未必滿意
是真的,你在Patreon訂月費,12蚊美金,大約100港紙,我落袋大約85。其他去咗邊?除咗Patreon,就係Paypal。當然銀行都會舔啲。但蘋果似乎係冇抽到。「定暗啞底收咗你唔知?」
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2021比別人知得多。subscribe now(https://bityl.co/4Y0h)。Ivan Patreon,港美市場評點,專題號外,每日一圖,好文推介。每星期6篇,月費80,半年已1600人訂! 畀年費仲有85折
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(*)唔係開會有乜做?我以前開會寫Patreon或Facebook啲文添,但後來唔會,因為太顯眼。因為我打字又快,又大力,啪啪聲咁,好可疑的。另外,有啲常識都知,你打英文同打中文嘅聲完全唔同,大家會奇怪你做乜打咁多中文。加上我寫文時會好似標童上身咁(拿,呢啲就係flow,心流呀!),分分鐘老細叫都唔知,或者一路打一路口upup一路笑。所以都係唔好。
big four台灣 在 貓的成長美股異想世界 Facebook 的最佳貼文
🌻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
big four台灣 在 HELLO ELIE Youtube 的最讚貼文
不介紹不行!隱藏在曼谷巷弄的法式甜點店 l 這是我吃到最完美的甜點..... 一起環遊世界吧!Hello Elie
這間甜點店之前其實有去過了,第一次去是因為甜點真的太可愛,又好吃,不介紹不行。
這一次去又被甜點吸引,哈哈哈,我就是一個被甜點控制腦波弱的人。
來泰國之前我其實吃不出甜點的魅力,
我覺得甜點只是甜甜的食物而已,
沒想到這一間甜點店改變了我對甜點的看法,
甜點口味原來這麼多樣,
這次這間店推出的環遊世界的甜點,
我真的大推!
之前已經知道他們家的甜點很有水準,
但是這次他們將我的用餐經驗又提升了另一個水平,
真的很厲害,推薦給大家。
用餐前請先預約喔
https://www.facebook.com/ici.bkk
⭐️訂閱Elie的頻道⇢https://www.youtube.com/channel/UC6RkWV0Ximp_6DH5SxDaUdw
🎬更多泰國影片點這邊⇢
在
最熱門的曼谷海鮮吃到飽影片.
https://www.youtube.com/watch?v=06Haj94taXM&t=55s
我的2萬Q&A
https://www.youtube.com/watch?v=7XMoY9a9nWk&t=27s
在泰國的生活
https://www.youtube.com/watch?v=bqXR5OwuRQc&list=PLHpU6J2w7n3Mj0jXSeL_dQ8sDqao99GgK
泰國自由行怎麼玩
https://www.youtube.com/watch?v=-jrji0LxaAo&list=PLHpU6J2w7n3PlMfBY7J2QtxJO41-8j2wa
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❐ 關於泰國旅遊你可以享有更多優惠 ❏
➥ 泰國網路分享器: http://tinyurl.com/y3x8xk2k
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➥ 機票比價: http://tinyurl.com/yxbv5lf2
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#泰國美食
#曼谷必吃
#ici法式甜點店
big four台灣 在 Edwin H. Youtube 的最佳貼文
睇華為發佈會唔駛食誠實豆沙包既
From 10 cock To 16 cock!!
$%^#(@*%#
感謝CEO Richard Yu提供笑話。
原片1小時 P30 Pro 發佈會
https://www.youtube.com/watch?v=EMnnKKNer44
Engadget 11分鐘剪接版
https://www.youtube.com/watch?v=RUkyzlt-QBM
#誠實豆沙包
#空耳
Instagram: https://www.instagram.com/edwinghui/
Facebook: https://www.facebook.com/edwinghui/
Twitter: https://twitter.com/edwinghui/
Patreon: https://www.patreon.com/edwinh/
Subscribe!: https://www.youtube.com/edwinh?sub_confirmation=1
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