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TTArtisan ประกาศเลนส์ 50mm f/1.4 full-frame mirrorless สำหรับ Nikon Z, Sony E, Canon R, และ Leica L mounts (Leica M version ออกไปก่อนหน้านี้แล้ว) ราคา $282
//ม่วนใจ๋
［今日寫呢啲］我記得有一期雜誌，封面係陸東，一句：「我正在買貨」。十分有型（https://bityl.co/7nd1），原來剛好十年前
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月頭訂最抵！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100，已經1800人訂！ 畀年費仲有85折，20/40年費VIP 送本人著作一本。
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冇呃你，就係大字標題，Ivan都係「我正在買貨」，不過諗諗下都有啲低能，即係講「我正在呼吸」一樣。有邊刻我唔係買緊貨？咁當然唔係日日買，但，「都唔係每一秒都呼吸緊啦」。定你當呼吸係成個循環？「咁買貨都係」。「唔買貨嘅日子我就係儲錢買貨」。所以唔買貨就係買貨嘅一個過程，雞就係蛋生蛋嘅一個過程，正如李小龍話齋，「生命是一段等待死亡的歷程」
好，講完哲學嘢，講堅嘢。事實我當然身體力行我嘅哲學（新書有講），供完樓打完邊爐嘅閒錢，就拎晒去買股票，月供指數ETF都佔唔少。但，當再有閒錢，我都仲會玩個股。一來過癮，二來亦都為平衡心理。原理好似啲減肥計劃咁，太地獄式嘅，一啖雪糕都唔畀食嘅，根本做唔到。
而我在Patreon係但凡有乜買賣都會講，不過暫時都係只買不賣。點解係而家買？冇乜點解，因為有閒錢。總之戶口有十幾廿萬我就會身痕，點都搵啲嘢買，cash is trash。
買咗邊隻？就睇文入面講了。不過畀啲提示你：首先，博通Broadcom 傾緊買SAS，冇錯係統計嘢嗰間，150-200億美金呀！但SAS冇上市的。另外，Amazon同SalesForce近年行得好埋（兩間我都有持有），甚至有人話Amazon會買起SalesForce，齊齊對抗Microsoft Google—但點會批？
照計，大約估到我買咩東西了。不過呢度只係第一隻。仲有第二隻，係港股，但悶嘢，你估唔到的了。
想知，就訂Patreon，固然唔會包生仔，以前我買嘅都中過伏，但至少我都買埋，輸錢就一齊。咁我而家冇穿冇爛，唔使返工，隨時可以搬去台灣丫，咁你話會唔會隻隻輸錢？但你只係跟輸嗰啲冇跟贏嗰啲就梗係你問題啦。
大師冇點你嘅，Nike同愛馬士成日都講，我都唔明做乜有人話係N年前求其remark提過又當自己中，仲要兩隻我都有買，Nike都好多人新疆棉時有跟買（你班友仔丫）。
但都係想講BlackRock，1000銀都嚟緊頭，日講夜講啦，代表作。但做乜咁強？就似乎同每日一圖第一張有關，見到ETF嘅減價戰見底，開始反彈（其他台有冇話你知？），咁作為大玩家嘅BlackRock當然爽。但點解之前ETF收費係咁跌，BlackRock都不停升？因為根本係公司想見到嘅局面。即係Amazon Free Shipping．仲唔明？就睇文啦。
另外兩個圖都畫面出腸，唔賣關子，免費益你。首先見到，歷嚟都係美金強，美股就跑贏其他國家，反之亦然，跟得好足的。但呢兩年，美金弱，而美股繼續大幅跑贏，咁你可以估下之後係美股跑輸（冇話跌呀下），定係美金大升。
最後一個嘅，略嫌佢數據唔夠多。但睇晒今屆歐國盃嘅十二碼，睇下由球證吹雞到起腳用幾耐。見到呢，入嗰啲，真係普遍都時間長過射失嘅。唔使咁心急嘅。當然可能唔係「因為」心急射失，心急只係病徵，背後係反映咗球員冇信心壓力大腳仔軟，想求其快手搞掂走人。
Good Read嘅，第一篇極長，但極豐富。講中國嘅超級通脹。但，唔係而家嘅中華人民共和國，而係遷台前嘅國民政府。大家都略有聽聞，但點解會超級通脹？有人話打仗，但真係咁簡單？好多地方都打仗，點解唯獨國民政府爆鑊？況且，打仗前，已經超級通脹。點解會咁？只係因為印錢？文入面有解。一個關鍵係：你個政府點收稅？收唔到稅會點？
第二篇，簡而清，Wise在倫敦上市，間公司原本叫Transferwise．實在係倫交所一大勝利，亦都慢慢改變緊之前一路積弱嘅英國股市（脫歐咁多年就跑輸咁多年）。仲有其他啟示，文入面講
最後一篇，Creator Economy market map，成個生態系統全攻略咁滯。固然因為我都係一分子所以成日貼，但，呢個亦係quite something，鬼媒都開條team去cover，特別整個newsletter．香港？唔覺有喎。
循例講埋，Patreon 20蚊同40蚊年費（記住年費！）讀者，我係免費送書嘅。都值百幾蚊呀。而年費係有85折的，好似冇乜其他人畀咁高折頭，但我由第一日已經係咁。你亦可以諗下點解。
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月頭訂最抵！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100，已經1800人訂！ 畀年費仲有85折，20/40年費VIP 送本人著作一本。
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［今日寫呢啲］幾日冇出Facebook Post，一來忙，二來仲有壇大計（唔止係勞蘇基金），三來個Patreon搞咗 影片/聲音版，四來見月尾冇人join Patreon，月頭就多好多（我發現好多人都真係mark住月頭的，而我好多時都唔知新一個月）。
（遲下我可能連啲舊文都會貼返呢個［今日寫呢啲］。週末寫咗篇2004年上市嘅Domino’s Pizza一路回報高過同年上市嘅Google，覺得幾正）
講返，第一樣嘢，出咗影片/聲音版。我朋友錄的。方便大家坐車呀，開會呀，返工呀之類聽。亦方便唔想睇字嘅你。聲音版就方便你慳data同埋唔使望住。有篇sample免費畀所有人（冇訂Patreon都得）試睇／試聽（https://bityl.co/79iY）。另外呢篇嘅文字版我都開放埋畀所有人（https://bityl.co/79ib），等大家可以對照。仲執緊少少嘢，之後會再靚仔啲。
講返正文，之前兩日見係威係勢，港股跑贏美股，科技股又強，以為翻生。點知得兩日貨仔。之前推過隻快手1024結果都冇力。市況好似麻麻地。我一般都係樂觀嘅，但你見人民幣又軟（阿公發功成功），廣州又爆下疫咁。都係嗰句，一般我都又大膽又樂觀，但啲股票估值都唔平，自己小心啲啦下（但唔係叫你減持）
年頭推過下隻雷蛇1337，當時見係咁回購，後來一度升四成，之後而家碌下碌下，都仲高過年頭些少。最新消息就係創辦人減持，仲要都幾大手，3%股本。條友講就天花龍鳳。
不過正面啲嘅，真係有舊文為證（https://bityl.co/79ib）（已set public），一講完隻理文化工746（其實3月時已講，順手一提，正係理文足球會嗰位李公子），即時升8%，52週新高，任何位買都贏錢！好簡單，估間公司會7月出盈喜。點解？你睇內文咪知，睇下啲三氯甲烷價格咪知（係喎，你心諗咩嚟？哥羅芳價格我都睇埋，4000蚊人仔一噸，舊年兩千幾）。呢隻真係唔少讀者買咗，亦係我在耆英證券年代已經睇嘅公司，廠我都去過幾次，江蘇江西都去過。「嗰時最癲時啲哥羅芳 成皮嘢人仔一噸」
仲有，DropBox．舊年年尾在台灣坐監時寫過，只係一個賣點：併購對象。最新消息係對沖基金Elliot 買落唔少（冇錯係迫東亞賣盤嗰間），應該都係迫管理層賣盤了。亦都升到52週新高。
至於嘉年華郵輪Carnival 同 Lionsgate，呢度都貼過啦，冇呃你。前者嘛，美國CDC批咗三個港開返航，我堆嗰時23蚊，而家30蚊樓上了，寫明一路打疫苗實睇呢啲。Lionsgate？同DropBox一樣，行業整合，等賣盤，但更加大機會。Amazon又買美高梅，Warner Media又買Discovery，都係為咗打NetFlix同迪士尼。細公司好快全部消失。
仲有core list（即係，我有買嘅）上面LVMH JP Morgan Nvidia都全部新高，就不重覆了。係喎，畀啲友串我唔識晶片嘛。我使撚識。我夠唔使LVMH乜袋打乜袋，我識買就得。我係咪要化學PhD先識買理文化工？
每日一圖嘅，首先講越南電商，兵家必爭。咁大路嘢你估到啦，經濟好嘛（鬼唔知，緬甸而家咁電乜鬼商），人口多嘛（鬼唔知，而市場太細難做），由低收入變中產嘛（鬼唔知）。但有冇發現有一樣嘢好奇，就係越南嘅電商滲透率極低，只係佔total retail sales 3%！相比之下，一樣人口多，而人均收入都差不多嘅印尼，講緊係20%。「真係大把機會」。咁有乜公司睇？文入面有講。當然係外國上市公司，兩間美股都有得賣。
第二圖嘅，成日都話，股票嘅嘢，「其實唔難」。市值咪 盈利X市盈率。前者唔使解，後者咪受氣氛或利息之類影響。有趣地，美股之前兩年嘅升勢，都係差不多完全市盈率帶動，multiple expansion，以前畀10倍PE而家畀20倍。今年就完全掉轉，由盈利增長帶動，「反映基本因素」。係好事定唔好事？入面有講。提示：望下2017同2018
Good read第一篇，講Amazon Prime係個騙局，除咗光頭佬同股東，所有人都輸（所以，要買AMZN股票！）。就係利用你啲人嘅心態，free shipping太吸引。但邊有免費午餐？你可以諗下點解佢可以afford free shipping，背後代價係乜。根本啲嘢你就買貴咗，不過你唔知啫。
第二篇，夠偏門，講錶。應該好多人留意到我係唔戴錶嘅，最後一次係2008年（估下點解？因為考CFA！）。但，就係睇唔同嘅嘢。作者講返，好多啲名牌，都係求求其其。你話注重細節？作者話，根本多數連個typeface都唔會理，你幾廿萬買隻錶，同你幾蚊買盒檸檬茶嘅fonts差不多，冇嚟貴格。有咩公司例外？邊間會特登搵人整typeface？正係奢侈品之王，愛馬士。呢，所以我就買咗愛馬士股票，日日創新高。我使撚識愛馬士出邊款袋先識去買股票咩。
真係一篇文都咁多嘢，嫌煩唔想睇字嘅亦有聲音/影像版，記得去訂。留意返，聲音/影像版要20/40蚊會員先有的。當然你亦可以試咗12蚊之後再上，只會收你差價。
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月頭訂最抵！2021比別人知得多。subscribe now（https://bityl.co/4Y0h）。Ivan Patreon，港美市場好股推介，專題號外，每日一幅好圖，每日介紹一篇好文。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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d:matcha online store: https://dmatcha.com/collections
Tea-business-school: https://dmatcha.com/pages/tea-business-school
Internship: https://dmatcha.com/pages/tea-school-curriculum
d:matcha tour: https://dmatcha.com/pages/take-a-tea-tour
d:matcha YouTube: https://www.youtube.com/channel/UCWEGm_UdzXD2ANgNPsTGE2g
Book written by Daiki-san: https://dmatcha.com/collections/best-sellers/products/japanese-green-tea-practical-textbook
Coupon code "RACHEL&JUN"
The terms and conditions for using the coupon are as follows:
- Applicable on a minimum order of JPY10,000
- Free shipping will be included in this purchase if the amount of purchase is over 12,000JPY
- The coupon is only applicable for one time use per customer
American cookie recipe: https://dmatcha.com/blogs/recipes-with-d-matcha/recipe-american-soft-cookie
Thank you to the government of Kyoto and d:matcha for sponsoring our trip to Wazuka! We learned a ton of things about green tea that we never knew. Most surprisingly to us was finding out how extremely varied the flavor of green tea (100% JUST green tea) can be based on how it's grown and processed. Since our trip we've been constantly drinking umami green tea and we can't imagine our lives without it!! If you have a chance when visiting Japan, I highly recommend visiting d:matcha, not just for the experience of tasting mindblowingly good green tea, but also because their tea and matcha desserts and snacks are delicious! Oh, and the area is of course beautiful, as well!
★Our new merch!!! https://crowdmade.com/collections/junskitchen
The official Crowdmade website is the ONLY place we're selling merch!
★ Patreon! http://patreon.com/junskitchen
►FOLLOW US ε=┌( ･д･)┘
Our Japan channel ⇀ https://www.youtube.com/RachelandJun
Jun's Kitchen ⇀ https://www.youtube.com/JunsKitchen
Twitch ⇀ https://www.twitch.tv/rachelandjun
Twitter | Instagram *@RachelandJun*
►EQUIPMENT (Amazon affiliates links) ＿〆(・∀ ・ )
Camera ⇀ GH5 (http://amzn.to/2GJWsN2)
►MUSIC ♪♪(o*゜∇゜)o～♪♪
Music from Epidemic Sound: http://share.epidemicsound.com/rDvsz
Click here https://www.vessi.com/racheljun and use my code RACHELJUN to get $25 off of your Vessi shoes! Free shipping to CA, US, AUS, NZ, JP, TW, KR, SGP
We had some errands to run, but kinda fun errands, and also we wanted to celebrate finalizing our house!! Technically we still have to find a company to do the outside (like the driveway/deck, etc), which we're working on now. But it's HUGE weight off not having to think about the house itself anymore! We'll also keep you guys updated on the house construction itself!
Thanks to Vessi for sponsoring our video!
★Our new merch!!! https://crowdmade.com/collections/junskitchen
The official Crowdmade website is the ONLY place we're selling merch!
★ Patreon! http://patreon.com/junskitchen
►FOLLOW US ε=┌( ･д･)┘
Our Japan channel ⇀ https://www.youtube.com/RachelandJun
Jun's Kitchen ⇀ https://www.youtube.com/JunsKitchen
Twitch ⇀ https://www.twitch.tv/rachelandjun
Twitter | Instagram *@RachelandJun*
►EQUIPMENT (Amazon affiliates links) ＿〆(・∀ ・ )
Camera ⇀ GH5 (http://amzn.to/2GJWsN2)
►MUSIC ♪♪(o*゜∇゜)o～♪♪
Music from Epidemic Sound: http://share.epidemicsound.com/rDvsz
*Thanks to Shipito for sponsoring this video*
Shipito運費首次15%折扣優惠﹕https://rebrand.ly/FreeminderEmi
（或登記時直接輸入優惠碼﹕AZA392）
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Scrubbing馬桶香味gel: https://www.amazon.com/Scrubbing-Bubbles-Toilet-Cleaning-Stamps/dp/B08BXQ57F1
Victoria Secret身體噴霧：https://www.amazon.com/Victorias-Secret-Pink-Lemonade-8-4fl/dp/B08LP7FTXM
Donwy衣物防縐噴霧：https://www.amazon.com/gp/aw/d/B00UFG6260/ref=psdcmw_15342951_t1_B088VBNM34
好多時喺美國網購時遇到賣家唔願做海外郵寄，又或者即使佢地肯寄，但運費又貴！所以喺海外想買到美國網購又唔想煩就可以用Shipito喇！
Many online US retailers don’t ship overseas. If they do ship abroad, international shipping can take forever and the fees are expensive. If you live outside of the US and want to shop at US retailers hassle-free, I recommend using the service Shipito.
無論你喺Amazon, eBay, Sephora, Walmart搵Shipito集運都可以幫到你！
With Shipito, you can shop at any US website like eBay, Sephora, Amazon and Walmart. Shipito offers fast and affordable package services and shipping options.
集運步驟
The steps to getting started are simple:
- 登記Shipito戶口 Sign up for Shipito
- 㨂番做免費或者付費會員 Choose either a free or a paid membership option.
- 得到Shipito美國集運地址就可以去買嘢喇 Once you have your Shipito address, go to any US retailer and start shopping
- 喺網店購物時填番Shipito美國倉地址收貨 When you check out, enter your Shipito suite address
- 當貨物寄到集運倉，報海關後揀番唔同嘅服務就可以揀速遞運輸公司 Once products arrive, fill out a customs form, select special services, and choose a shipping carrier.
- 好快就收到由Shipito送嚟嘅貨品喇 Ship products from Shipito to you!
#shipito #shipitoreview
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Amazon your 2 day free shipping with Prime membership is becoming a joke. I ordered 4 items all Prime 2 day free shipping. One of them will take 7 days... ... <看更多>
amazon free shipping 在 How to Get Free Shipping with Amazon - YouTube 的必吃
... <看更多>