關於 becoming bond ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻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

學外語時文法是必要的嗎？ Do we need to study grammar when learning a foreign language ?

#老外教中文 身邊有沒有朋友或另一半想學中文，
但卻找不到適合的老師？
讓自學中文到澳洲大學任教中文的Paul哥來分享

Paul哥的中文教法
只要三個月
中文生活上基本的簡單會話沒問題喔!

如果有興趣再留言或著私訊給我
取得更多資訊

Have you ever wanted to learn to speak Chinese, or have you tried before and failed？

Paul tried several times to learn Chinese in formal class settings, but was not successful. That is until he left the classroom and began to teach himself.

On his way to becoming fluent he discovered the key to learning Chinese. Based on his experiences he has developed an approach that can develop functional Chinese language skills that work in the real world.

Paul’s Bio
-Masters in Applied Linguistics.
-Over 10 years’ experience teaching Chinese.
-taught Chinese at the University of Queensland, Griffith University and Bond University.
-Teaches Chinese teachers who teach in the Queensland Education system.

If you are interested in learning, please leave a comment or message.

-
More linguistic video to come. 下支影片分享語言學碩士Paul哥的想法?

#學中文 #澳洲 #教中文 #linguistic #雙語 #biligual

#老外教中文 👨‍🏫Chinese online class
Have you ever wanted to learn to speak Chinese, or have you tried before and failed？
身邊有沒有朋友想學中文，但卻找不到適合的老師？

讓從自學中文到澳洲大學任教中文講師的老外來分享，透過Paul哥的教法！🔥只要3個月🔥ㄧ般生活基本的中文對話沒問題👌

——————————————————————-
#以下來聽Paul哥一口流利的中文能力
Here is a YouTube clip of Paul speaking Chinese
📌https://reurl.cc/MZ1y8L
——————————————————————-

Paul tried several times to learn Chinese in formal class settings, but was not successful. That is until he left the classroom and began to teach himself. On his way to becoming fluent he discovered the key to learning Chinese. Based on his experiences he has developed an approach that can develop functional Chinese language skills that work in the real world.

👱🏻‍♂️Paul’s Bio
✅Masters in Applied Linguistics.
✅Over 10 years’ experience teaching Chinese.
✅taught Chinese at the University of Queensland, Griffith University and Bond University.
✅ Teaches Chinese teachers who teach in the Queensland Education system.

If you are interested, please comment below and we will send you more information.🙋‍♀️

ℹ️想進一步了解Paul哥的線上中文課，快留言或tag身邊想學中文的朋友。會再進一步提供首波限時的課程資訊🙋‍♀️

I'm not one to miss much of anything or anyone but baby is starting to grow on me. He's becoming more aware and engaged. Personality and characteristics are coming out and he's communicating with me more everyday. So now we have a bond and a relationship. Missing him more each time I fly away to work.

STAY CONNECTED.....

YOUTUBE: https://www.youtube.com/anhminhnet
EMAIL: anhminh@anhminh.net
FACEBOOK: https://www.facebook.com/anhminhfan
INSTAGRAM: https://instagram.com/anhminhledoan
SNAPCHAT ?: anhminhnet
TWITTER: https://twitter.com/anhminhnet

Thank you for watching this video.
Please subscribe to my channel.

Learn Japanese with Detroit: Become Human
#1 https://youtu.be/sjfC44lwiow
#2 https://youtu.be/5g4ox7Y-GM0
#3 https://youtu.be/o3rhlp5X6WY
#4 https://youtu.be/as2HYFm-ZP4
#5 https://youtu.be/swWGkVz0Myo

【PLAYLIST】
https://www.youtube.com/playlist?list...


Detroit: Become Human is the latest interactive narrative game from Quantic Dream, makers of Heavy Rain and Beyond: Two Souls.

Detroit: Become Human is an adventure game played from a third-person view,
which is subject to a set and controllable perspective.
There are multiple playable characters who can die as the story continues without them
as a result, there is no "game over" message following a character's death.
The right analogue stick on the DualShock controller is used to interact with objects and observe one's surroundings, the left is for movement, and R2 scans an environment for possible actions; the motion controls and touchpad are also employed. Via quick time events and dialogue decisions,
the story will branch out depending on which choices are made.
These can be viewed in a flowchart during and immediately after a given chapter;[16] the player can rewind to certain points in the story to reshape decisions in the event of regret.
Certain scenes feature countdowns, which force the player to think and act quickly.
Levels abound with magazines for players to read.

The playable characters are:
* Connor, a police investigator android tasked with hunting down androids that have deviated from their programmed behaviours.
*
* Kara, a housekeeper android who develops artificial consciousness and becomes responsible for a young girl's safety.
*
* Markus, a caretaker android who, after gaining consciousness, takes it upon himself to free others like him from bondage.
*
Obtaining clues by highlighting and analysing the environment with augmented vision allows Connor to reconstruct and replay events that occurred before.
The more information Connor collects within an allotted time,
the greater the chance of success in deciding a course of action.
Markus has the power to grant androids free will and calculate the outcomes of certain acts.

Caretaker android Markus and his owner return home and alert the police of a suspected burglary. In confronting the perpetrator, Markus bypasses his programming, thereby becoming a deviant android with full autonomy, leading the police to shoot him at arrival.
Markus awakes in a landfill of broken androids and, after escaping, discovers Jericho,
a wrecked ship and safe haven for deviants. There, Markus rallies the others to fight for their rights.
They perform several acts of civil disobedience, which catches the public's attention and gets more androids to join.
This culminates with the FBI attacking Jericho.
If he survives, Markus and the others set up a final march, resulting in either all of the deviants being killed or the president opening peace talks.
Police investigator android Connor is sent by the CyberLife corporation to assist Lieutenant Hank Anderson, an alcoholic who hates androids.
In the course of their investigation into an outbreak of deviants,
they either bond or fall apart,
potentially resulting in Hank committing suicide.
During his hunt for Markus' group, Connor starts to doubt himself, though he can stay firm in his beliefs.
He eventually locates Jericho,
where he can become a deviant himself.
If he defects, Connor infiltrates CyberLife Tower and converts everyone there into deviants. If not, he attempts to snipe Markus during the final protest, but is stopped by a SWAT team or Hank. In the end, if peace is achieved, Connor can choose whether or not to shoot Markus during a speech.
Kara, a housekeeper android for Todd Williams and his daughter Alice,escapes with her after he attacks them and leaves Kara a deviant.
The two travel across Detroit, intending to make it to Canada, which has no specific laws involving androids and where they will be safe. Kara and Alice befriend another android named Luther along the way, who joins them on their journey.
They seek the aid of an android sympathiser, who points them to Jericho to obtain passports.
They get caught up in the attack there, which may result in Luther, Kara, and Alice's deaths. Kara also learns that Alice is in fact an android, replacing the daughter taken away by Todd's wife.
They can make it to Canada by bus or boat, survive a recycling centre, or in either case die trying.

Thank you for watching this video.
Please subscribe to my channel.

Learn Japanese with Detroit: Become Human
#1 https://youtu.be/sjfC44lwiow
#2 https://youtu.be/5g4ox7Y-GM0
#3 https://youtu.be/o3rhlp5X6WY
#4 https://youtu.be/as2HYFm-ZP4
#5 https://youtu.be/swWGkVz0Myo

【PLAYLIST】
https://www.youtube.com/playlist?list...


Detroit: Become Human is the latest interactive narrative game from Quantic Dream, makers of Heavy Rain and Beyond: Two Souls.

Detroit: Become Human is an adventure game played from a third-person view,
which is subject to a set and controllable perspective.
There are multiple playable characters who can die as the story continues without them
as a result, there is no "game over" message following a character's death.
The right analogue stick on the DualShock controller is used to interact with objects and observe one's surroundings, the left is for movement, and R2 scans an environment for possible actions; the motion controls and touchpad are also employed. Via quick time events and dialogue decisions,
the story will branch out depending on which choices are made.
These can be viewed in a flowchart during and immediately after a given chapter;[16] the player can rewind to certain points in the story to reshape decisions in the event of regret.
Certain scenes feature countdowns, which force the player to think and act quickly.
Levels abound with magazines for players to read.

The playable characters are:
* Connor, a police investigator android tasked with hunting down androids that have deviated from their programmed behaviours.
*
* Kara, a housekeeper android who develops artificial consciousness and becomes responsible for a young girl's safety.
*
* Markus, a caretaker android who, after gaining consciousness, takes it upon himself to free others like him from bondage.
*
Obtaining clues by highlighting and analysing the environment with augmented vision allows Connor to reconstruct and replay events that occurred before.
The more information Connor collects within an allotted time,
the greater the chance of success in deciding a course of action.
Markus has the power to grant androids free will and calculate the outcomes of certain acts.

Caretaker android Markus and his owner return home and alert the police of a suspected burglary. In confronting the perpetrator, Markus bypasses his programming, thereby becoming a deviant android with full autonomy, leading the police to shoot him at arrival.
Markus awakes in a landfill of broken androids and, after escaping, discovers Jericho,
a wrecked ship and safe haven for deviants. There, Markus rallies the others to fight for their rights.
They perform several acts of civil disobedience, which catches the public's attention and gets more androids to join.
This culminates with the FBI attacking Jericho.
If he survives, Markus and the others set up a final march, resulting in either all of the deviants being killed or the president opening peace talks.
Police investigator android Connor is sent by the CyberLife corporation to assist Lieutenant Hank Anderson, an alcoholic who hates androids.
In the course of their investigation into an outbreak of deviants,
they either bond or fall apart,
potentially resulting in Hank committing suicide.
During his hunt for Markus' group, Connor starts to doubt himself, though he can stay firm in his beliefs.
He eventually locates Jericho,
where he can become a deviant himself.
If he defects, Connor infiltrates CyberLife Tower and converts everyone there into deviants. If not, he attempts to snipe Markus during the final protest, but is stopped by a SWAT team or Hank. In the end, if peace is achieved, Connor can choose whether or not to shoot Markus during a speech.
Kara, a housekeeper android for Todd Williams and his daughter Alice,escapes with her after he attacks them and leaves Kara a deviant.
The two travel across Detroit, intending to make it to Canada, which has no specific laws involving androids and where they will be safe. Kara and Alice befriend another android named Luther along the way, who joins them on their journey.
They seek the aid of an android sympathiser, who points them to Jericho to obtain passports.
They get caught up in the attack there, which may result in Luther, Kara, and Alice's deaths. Kara also learns that Alice is in fact an android, replacing the daughter taken away by Todd's wife.
They can make it to Canada by bus or boat, survive a recycling centre, or in either case die trying.