Positioned in the Right Place At the Right Time
“I returned, and saw under the sun, that the race is not to the swift, nor the battle to the strong, neither yet bread to the wise, nor yet riches to men of understanding, nor yet favor to men of skill; but time and chance happen to them all. For man also doesn’t know his time. As the fish that are taken in an evil net, and as the birds that are caught in the snare, even so are the sons of men snared in an evil time, when it falls suddenly on them.” (Ecclesiastes 9:11-12 WEB)
Waiting and sitting on your hands is probably one of the hardest things to do, but sometimes it is necessary.
When timing and preparation coincide, the results will be beautiful.
At times, an average person can be at the right place at the right time, and be used mightily by God for His purposes.
We do not know the future, so the only way is to trust in the God who does. Believe that He is so good that He will use His knowledge to give you an advantage; to position you for victory in your situation.
Prayer: “Dear Abba God, I may not be the very best in my field, but You are so gracious towards me, giving me opportunities for advancement and to receive undeserved favor just because I trust in You. I lean not on my strength, wisdom, understanding, or skill, but fully upon Your Holy Spirit. Position me in the right place at the right time to receive from You. In Jesus’ name, Amen!”
Learn to flow with God’s system of times and seasons, and enjoy His fruitfulness in every season of your life: https://bit.ly/god-appointed-time
同時也有32部Youtube影片,追蹤數超過24萬的網紅Kyle Le Dot Net,也在其Youtube影片中提到,Giap's Original Video:https://youtu.be/LgAED4TBPN8 After 1975, hundreds of thousands of people from Vietnam got on boats to leave post war. Those who ...
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he saw the best in me 在 Facebook 的精選貼文
I will always see my dad's eyes when he talked to me on everything about my future. I always saw in his both eyes that he wanted the best for my future with siblings too.
My dad will always give me advice and always teach me how to be better person on each day. I always talk to Allah too, when can I make him proud and having a big smile on his face.
He never tired of supporting me and always with me when i'm about to cry. I know i've had less..sometimes I make you feeling disappointed. But i'm so sorry for everything.
Abah, you will forever be "My Hero". Thats why i'm called you Iron Man because you fight on everything for me until done like Iron Man.
I'm so sorry for not giving a big surprise present for you. But i'm promise to you, I will make you proud of me and siblings. And we will give you a big surprise soon. But i need your doa too for my success career.
Ya Allah, Please give Abah the best healthy life. Ya Allah, please give me a chance to make my father proud of my success.
Ya Allah Ya Tuhanku, Engkau berikanlah kesihatan yang baik untuk abahku. Ya Allah, Engkau panjangkanlah usia insan yang aku sayang ini. Aku mohon padamu Ya Allah, Berikanlah aku kekuatan agar aku dapat terus membahagiakan kedua ibu bapaku. Sayang Abah dunia akhirat. aamiin
Happy Birthday Abah..Love you so much!
he saw the best in me 在 貓的成長美股異想世界 Facebook 的最讚貼文
🌻另一個Zoom會議(第二次貼......有補上一些內容)
繼上次的年報導讀會議後, 讓我們再做另一個會議! 這次很榮幸邀請到一位對估值很有見解的股友前輩來帶大家了解估值(恩, 這次我會是主持人, 不是主講人).
主題: 估值(valuation)分享會(Cat: 這不算基礎的估值會議)
主講人: 小揚(from安泰價值投資)
https://www.facebook.com/antaiinvestment (此為小揚的粉絲頁)
參與者: 具基本估值能力. 若打算參加者, 請事先跟我(請私訊)提出一個關於估值的case study, 到時候可在會議中分享(最好是以投影片形式呈現, 這樣到時候好跟大家分享). 若有估值的問題, 也可以提出.
Case study可以是美股, 也可以是台股.
時間: 台灣時間07/10 (周六)晚間9點.
預計一個小時(不會像上次那樣冗長了😅): 前30分鐘由小揚做分享, 後30分鐘大家分享估值案例&提問
進行方式: 以Zoom進行(之後會私訊會議資訊給參與者)
🌻Morgan Stanley Mid-year Investor Outlook: A tricky transition
https://www.morganstanley.com/ideas/midyear-2021-global-markets-outlook
🌻在您投資生涯中, 有沒有一些觀念讓您受用很多?
下面這位投資名人的好觀念影響我很深. 他的意思是, 一般投資人, 只要能説出三個買一家公司的理由, 就很夠了. 這也迫使我, 每次在買股票時, 問自己對這家公司的了解有多少. 也會去衡量公司的優點與缺點在哪裡.
"It is vital (重要的) that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks."
全文在此:
Jim Cramer: In Times Like This, Go for the Easy Money
Look at the stocks you own. Can you tell me why you've got them? If you can't answer the following three questions, then have a look at several I like right now.
We've endured the meme stock craziness, with all of its love for heavily shorted stocks. We have watched the collapse of bitcoin to levels viewed as shocking, even if they are still more than double where they were not that long ago. We've dealt with Fed officials making it clear that they are no longer on the side of the bulls or the bears. They are on the side of job growth, but are wary of inflation. We've seen the end of the rush to get vaccines, which means that millions of people are going to get the new COVID variant, because there is no natural immunity to it. We've watched as the hopes for an infrastructure bill have collapsed. We've endured shortages of everything from chips to plastic to imported goods and labor.
And we're still standing, yeah, yeah, yeah.
Yep, we are in one of those halcyon moments, where the masks are off -- even if they shouldn't be -- and Americans are back doing what they do best: consume, spend, go out to eat and then consume and spend some more.
There are times in the stock market where the collective mindset is revealed. This is one of those times: Things are cool, it's not a big moment, there's no real news for a bit, it's the historically strong period and we can reach some conclusions about where we are.
When things are like this, it is important to remember that buyers like to revert to tried-and-true companies that thrive no matter what. These are companies that have an edge and are better at what they do than other companies.
You know that I am a great believer in index funds, that the average person doesn't have the time or the inclination to research individual stocks. It's a difficult barrier. I think you need to make time to read the quarterly report and listen to the conference call, to Google articles and, if possible, get some research about the companies you own. It is vital that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks. I am reminded by this, because, once again, without a mask, I can be recognized and if I am not holding "Nvidia the Second," I can carry on a conversation.
I have had many in the last two weeks and when I have asked this litany of questions, I find myself at a loss as to why almost no one knew what they owned. But they thirsted for individual stocks, because they, like me, think things are better post pandemic. No, that's not a facetious comment. Many, many stocks did better with a stay-at-home economy. A huge number.
So what do I do? I revert to what others do when you are stumped about how to stay in touch with stocks, but want to do less homework. That means buying stocks that are accessible, not stocks like Unity (U) or Snowflake (SNOW) or Twilio (TWLO) or Okta (OKTA) .
I revert to normal businesses people know and I suggest they Google some articles, peruse the conference call, but, above all, like the company's products so you can buy more if it goes down.
Here's some that I have been telling people I like:
First is Ford (F) . I think the Ford lineup is amazing. The electric F-150 series will be incredible. I am eager to get a Maverick for my family, because it is a smaller pickup that will get the job done for the myriad little things I need to do with this farm I bought from that crazy bitcoin foray. I like the competitive edge of the CEO, who says he is going to bury Elon Musk when the Lightning comes out. I even think the Bronco is cool as all get out. Most important, though? I think the chip shortage is ending. My semiconductor friends are telling me the foundries are producing more feature-rich chips and that means Ford can pump out the trucks small business people love and need. Plus, the used car prices at last have plateaued, according to their most important pricing index. Halcyon times.
Second, Costco (COST) : The samples are coming back. Tell me you don't love the samples. You need things in bulk. You want low prices. You want to get all of the things that people don't think of with Costco, like insurance, hearing-aids -- hey, they are a fortune -- jewelry, things around the house. You go and you will buy far more than you first came for. My kind of store.
The kids love this American Eagle Outfitters (AEO) , which we just bought for my charitable trust, which you can follow along by joining the Action Alerts PLUS club. Jay Schottenstein, the CEO, came on "Mad Money" recently and it's clear that his Aerie model has real staying power: 26 consecutive quarters of double digit growth. No flash in the pan, that one. Number one brand in jeans for the 15 to 25 year old group. The best in the mall. How did I know this? I see the credit card bills.
I got up this morning to do my physical therapy. I have been doing it ever since I hurt my back in February. I have this really cool pair of sneakers that fit me perfectly and I love them, but I am fortunate enough to have a vacation house and I am always taking those shoes with me.
So I went on Amazon (AMZN) this morning and lo and behold I saw them for half price. I bought two pairs. Then I went over everything I have bought in the last year and got a bunch of those things. Then I bought a pair of binoculars, because mine were stolen. I paid half price.
Yep, Amazon's universal. I was talking to Alexa, while I was ordering, getting some new music on, asking questions. I saw that despite all of the Sturm und Drang of Amazon being late with things, all the delivery dates were within range. I didn't click on any ads, and I didn't need the speed of Web Services, but the whole thing reminded me about how special the darned company is. I don't care if it's ahead or behind plan for the moment. I would just buy some more when it goes down.
Finally, Apple (AAPL) . I think people who don't own Apple should look what they are holding at this very moment. Yes, right now. Or look at what's in your lap or on the table besides your fork. And then think about the bill you paid last night without knowing it. Think about what you bought in the App store yesterday. Think about what would happen if it would break or get stolen or, left in the Uber (UBER) , or heaven forbid, be dropped into the pool or in the, yes, toilet.
There, that's what you buy in halcyon times. Stocks of companies you know that if they go lower, because things get less halcyon, you are fine with it and buy more. If things go up, believe me, you will participate.
So accept the moment. Don't try for the hard money. Go for the easy kind. That's the best kind.
https://realmoney.thestreet.com/jim-cramer/jim-cramer--15692051
Picture: 牡丹(peony)花開. 恨不得院子裡有一塊地是牡丹園.
he saw the best in me 在 Kyle Le Dot Net Youtube 的精選貼文
Giap's Original Video:https://youtu.be/LgAED4TBPN8
After 1975, hundreds of thousands of people from Vietnam got on boats to leave post war. Those who survived the seas made it to refugee camps all over Southeast Asia, from Malaysia, Indonesia, Thailand, Philippines, to Hong Kong. And eventually, some had a chance to resettle in America, Canada, Australia, and many parts of Europe. This is a story about three friends who found each other after 40 years. I met Giap in New Jersey a few years ago and he asked me to make a video about his life story. I agreed and after publishing it, two of Giap's refugee camp friends, who were also viewers of this channel, recognized him and saw themselves in my video. They reached out and I connected them to Giap. Giap connected his friends Thanh from Los Angeles and Phuong from San Diego together. They met right away. Giap also met Phuong two years ago in Da Nang. But Giap just met Thanh and the three of them were finally together after 40 years.
For more Vietnamese Boat Refugee Stories and Camps: https://youtube.com/playlist?list=PLnwupzqd-YERLAf_7t1zO6MobEHibkWGN
Special thanks to DJ Erick-C for the remixing the music. https://www.instagram.com/djerickc/
SUBSCRIBE now for MORE Videos: https://goo.gl/tMnTmX
Produced, Filmed, Edited, Subtitling (with help of Google) by Kyle Le
Like: Facebook: http://www.fb.com/KyleLe.net
Follow: Instagram and Snapchat @KyleLeDotNet
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About Me: I'm Kyle Le and these are the places I've been, the people I've met, the foods I've eaten, and the many things that I've seen...Originally from Southern California, I moved to Saigon, Vietnam after university and lived there for many years. Then, I traveled the world finding and documenting stories of Vietnamese people living outside of the homeland. Then I finished my master's at USC and now... well... you're going to have to follow and watch to find out!
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Like: Facebook: http://www.fb.com/KyleLe.net
Follow: Instagram and Snapchat @KyleLeDotNet
Filmed with a Panasonic G9, 12-60mm, 14-140mm 15mm
Audio from a Rode Micro / Rode Link
Dji Mavic Air 2
he saw the best in me 在 The Family UK Youtube 的最佳貼文
My brother’s @adamdidam version of Tomyum Fried Rice or Nasi Goreng Tomyam ?
Several years ago, on a beautiful evening in Istanbul, I shared the most delicious Nasi Goreng Tomyam with my brother. I had an invitation to speak at a university there, so I flew to Istanbul straight from England. Adam was on his annual leave from Petronas and wanted to join me. He flew all the way from Malaysia along with Mummy, and the three of us met in Istanbul.
Mummy cooked Nasi Goreng Tomyam at home and brought it along with her. And on that first evening in Istanbul, the three of us shared the super special fried rice together! Mummy had it in a bowl, while Adam and I ate from the same container! As we were eating, I saw a big juicy prawn. I knew it’s Adam’s favourite! I tried to avoid eye contact with him, but oh well, I just couldn’t help it. When I turned to him, he gave me that adorable look like Puss in Boots in Shrek! Okayyy...I gave the prawn to him. He quickly took it and cut the prawn in two. He took half, and (not to my surprise) he put the other half on my spoon. My irreplaceable brother...
That evening, Adam and I had the best Nasi Goreng Tomyam in the world! And today, many many evenings later, I still can feel the moment. The juiciness of the prawn. The spicy and sour flavour of the fried rice. The aromatic smell of lemongrass, kaffir lime leaves, galangal. SubhanAllah! My brother and I have shared so many beautiful memories together, and this one is my favourites ♥️
With love,
Adam’s Eldest Sister @drauntie.uk
#SundayWithAdam
he saw the best in me 在 Illy Ariffin Youtube 的最佳貼文
We saw a crocodile beside out boat haha!! Had such an amazing jungle adventure at Kinabatangan River, Sabah. More will be on the blog soon.
Vlog - Part 1 : - Tabin Wildlife Resort, Sabah : https://www.youtube.com/watch?v=rKt2W0dGHVc
Blog - Tabin WildLife Reort :
https://www.illyariffin.com/2019/10/tabin-wildlife-resort-sabah.html
To get 10% off your booking via booking.com use my link. I will get a small amount of referral fee and you will get 10% off. It is one of the ways that will help my family to fund our trip and to earn so we could create more content for you.
Click here to get 10% off discount : https://bit.ly/2TyVDk0
If you like me or my family to review your esteemed organization, restaurant, food or even product, do email me at [email protected] and we could discuss further.
B L O G : http://www.illyariffin.com
I N S T A G R A M : http://instagram.com/illyariffin
T W I T T E R : https://twitter.com/illyariffin
F A C E B O O K : https://www.facebook.com/illy.ariffin
F A C E B O O K P A G E : https://www.facebook.com/illyariffinblog
♡ A B O U T U S ♡
You can call me illy. I am a mom, a wife who works full-time in e-com while trying her best to create as many beautiful memories in life. Nothing makes me happier than enjoying a good meal by the beach with my 2 daughters (Sofea & Zandria) and my husband, right after a spa session LOL
My husband (Johan) and I work very hard to fund our love of traveling and experiencing new taste at places we have never been to. We like to share our experience with like-minded people on the internet. Like you.
Our blog revolved around our life. Yes, I decided to call this blog ours, because my family is an important part of my blog.
You may bump into parenting topics, the beauty product that I tried, new recipe by my husband (he have a passion for food and car!) hotel we stayed at, kitchen appliances up to where we got our curtains hahaha…
Hope you enjoy some light reading and a sneak peek into our humble life.
For collaboration/review/invite : [email protected]