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
second source意思 在 [討論] 工作中的趣事(價錢vs 品質) - 看板Tech_Job - 批踢踢實業坊 的推薦與評價
各位大大早安～
中美貿易大戰快開打了
身邊近期有些會議在討論成本(浪費時間)
會議中想到平時常看到同事在上班時跟採購討論(ㄍㄢˋㄍㄧㄠˇ)!
工程師們都希望在開發階段愈單純愈好！
有長期合作廠商最好(配合度高)
但是採購立場不同，總是廠商一家換過一家，常聽到另一家便宜就又換到另一家(因為便
宜出狀況也有)
常看到有些案子要導second source
2家也就算了，還有3、4、5家以上也聽過(想到就累)
有些產品別高單價，用料基本上不可能太隨便
這產品的工程師們很信”一分錢 一分貨”
但是採購朋友不同意”一分錢 一分貨”這話
(這些人都覺得”還能再殺價”)
有些ODM因為利潤低只能cost down，久而久之做事有一半以上都在討論cost down
不知道各位對一分錢 一分貨看法如何？
或是也有被”便宜 ”廠商搞過的趣事能分享？！
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