🌻美國生活
越接近八月底, 早晚的溫差越來越大了. 現在到了晚上, 要穿上長袖長褲, 才覺得保暖. 而空氣也跟夏季的感覺起來不同了. 不那麼潮濕, 而有著較爽脆的感覺(英文是用crisp air來形容).
秋天也是菊花的季節. 超市也開始賣起了菊花. 各種顏色的菊花, 大大小小, 排在一起挺漂亮(照片1-3).
🌻疫情受惠科技成長股Zoom(ZM), Crowdstrike(CRWD)昨天跟今天發表財報了. 還是脫離不了魔咒(就是跌).
ZM還沒看. 不過稍微看了CRWD一下. Loss from operations有增加; 有提高全年度的財測. 有空的話, 會在另外一篇寫一下CRWD.
🌻前一陣子一家專門販售燕麥奶(oat milk)的公司, Oatly(OTLY)上市了.
上週去買菜的時候看到, 有好多種oat milk上架. 這還不是在Walmart(覆蓋範圍較大的連鎖超市). 請見第四張照片.
挑股時, 要常問自己的一句話就是, 一家公司的競爭優勢在哪裡.
競爭優勢:
https://wiki.mbalib.com/zh-tw/%E7%AB%9E%E4%BA%89%E4%BC%98%E5%8A%BF
🌻本周做的功課與閱讀
--目前的幾個危機與轉機
1. 西部港口又塞住了-->影響到供應鏈-->影響到零售業&年底購物季? 實體商品也會有cost pressure
2. Delta variant-->九月開學, 回去上班-->九月中疫情再惡化? 是否會影響到股市? 是否會影響到labor market? 九月後trading volume也會增加.
3. 失業救濟將於九月結束;九月學校開學, 家長回去上班-->會壓抑薪資的上漲-->舒緩通膨壓力
--關於大盤
The fact that the selloff petered out so quickly only increases the odds that the next one, whenever it arrives, could be even more violent. “The selloff has come and gone, and equities back at new highs will merely encourage more of the investor behavior that historically precedes larger fragility shocks,” Asis explains.
幾個可以注意的時間點:
9月初: ADP, 非農
9月初~9月中: 持續關注疫情相關新聞
09/21-22: Fed meeting
09/27前: 基建案相關新聞
--投資idea
全世界現在風不調雨不順. 一個氣候變遷的投資題材, 就是水資源了 (怎麼沒想到, 水也是原物料(commodity)的一種.)
Water Is Getting More Expensive. That’s an Opportunity.
At least 50% of the stocks listed in each of the four major U.S. stock indexes are in industries with medium-to-high water risk, according to an analysis by Ceres, says James.
RBC’s investment framework for water focuses on the names at the “higher end” of what it calls the “water valuation continuum.” Those include firms that have “more embedded water technology” such as Xylem (XYL), Evoqua Water Technologies ( AQUA ), Danaher (DHR), and Mueller Water Products (MWA), Dray says.
相關ETF有PIO, PHO.
其他細節:
https://makingsenseofusastocks.blogspot.com/2021/08/blog-post_31.html
🌻名人勵志話語
愛因斯坦:不是因為我有多聰明,而是我和問題相處比較久
It's not that I'm so smart; it's just that I stay with problems longer.
在某種程度上而言, 投資是極為需要耐心的一種活動. 常常有些答案, 不是找不到, 而是自己有沒有耐心與用心. 這跟聰不聰明其實沒有關係.
照片來源: http://swedenborgstudy.org/1039.html
同時也有3部Youtube影片,追蹤數超過15萬的網紅Gapthanavate,也在其Youtube影片中提到,++ Ep. 18 เล่าผลงานและประวัติของดิเอเบโด้ ฟรองซิส เคเร สถาปนึกรักบ้านเกิด ! สถาปนิกที่ไม่ได้ออกแบบแค่สถาปัตยกรรม แต่เค้าออกแบบชีวิตใหม่ให้กับชุมชนเดิม...
xylem 在 A Happy Mum Facebook 的精選貼文
Practising for her first ever 默写.
Thankful for this girl who is very independent when it comes to spelling and dictation and does her own weekly revision. Phew. Yup, all I do is take a quick glance to check for errors (like how she wrote 使 wrong here so I would point it out to her) and then sign on her book when the time comes.
I was tickled by the fact that the first paragraph looked totally like something I used to write in my younger days and even before she could finish writing it, I already guessed most of the words. Haha. My mil always says that her handwriting resembles mine while my bestie whom I have known since Sec 1 totally thought her words were written by me. 真的有像吧.
I also realised their syllabus ain't easy and while I can't recall what I did in upper primary, it just means both of us have to learn together along the way. For instance, she was dismayed that I didn't know what are xylem and phloem - science was my worst subject - and I had to read up before I could jog my memory about something I learnt over two decades ago. I had to explain to her that there are countless things I don't know (妈妈不是万能的) or might have forgotten about but we should be thankful that at least I am here beside her and we can learn together mah. Guess it will only get harder and if we are to continue to stay tuition-free, I will need to buck up too.
It's never easy teaching your own child (because it's much easier for both parties to fly into a temper) but I hope we can do it well hand in hand. If anything, it warms my heart seeing how she in turn teaches her younger sister and brother and they see her as their mentor too. As tough as it may be being the eldest, I think she makes a good 大姐姐 and it is my blessing to have her. That said, I also remind myself to let her be a baby at times and shower her with more ♥️ because that is what she will always be to me - my baby girl.
#ahappymum #ahappymumtalks #alwaysmybaby #lifeathome #firstborn #learningchinese #默写真的不简单
xylem 在 INNOCEN† HOOD Facebook 的最佳貼文
新品發售 PLEASURES
HARD DRIVE CREWNECK WITH HOODY
這款 PLEASURES 未來感字體是不是很帥!它是來自九零時期的 Xylem typeface 字體,是不是很面熟呢?沒錯 英國電子音樂製作大師 Aphex Twin 的 logo 也是使用相同字體。
膠膜字體印刷/前方口袋配置/假兩件拼接撞色連帽 /布料內層採用搖粒絨 Fleece
網路購買 shopee.tw/innocenthood
xylem 在 Gapthanavate Youtube 的最佳貼文
++ Ep. 18 เล่าผลงานและประวัติของดิเอเบโด้ ฟรองซิส เคเร สถาปนึกรักบ้านเกิด ! สถาปนิกที่ไม่ได้ออกแบบแค่สถาปัตยกรรม แต่เค้าออกแบบชีวิตใหม่ให้กับชุมชนเดิมที่เค้าเติบโตมาในบูร์กินา ฟาโซ ++
... นี่เป็นตอนที่ผมใช้เวลาหาข้อมูลนานมาก เพราะจากหนึ่งเรื่องเล็กๆ มันนำไปสู่เรื่องที่ยิ่งใหญ่กว่าจนไม่สามารถปล่อยผ่านไปได้ จำได้ว่านั่งหาข้อมูลจากสามสี่ทุ่มไปจบตีหนึ่งกว่า
พูดตรงๆ ว่าในช่วงเวลาเริ่มต้นของการทำเพจแล้วเสียงตอบรับจากคนดูน้อยนิด เราเองแอบคิดว่าจะหาคอนเท้นต์ที่แมส สนุกหรือเชื่อมโยงกับคนดู ให้สนใจได้ง่าย
แต่ในท้ายที่สุดกับบางเรื่องที่เราเชื่อว่าดีและมีประโยชน์ อย่างเช่นเรื่องนี้ ต่อให้มีคนดูตอนนี้จนจบแค่คนเดียว ผมก็ดีใจมากๆ แล้วครับ...
ปล. ขอบคุณต้อมมากๆ ที่เหน็ดเหนื่อยกับการตัดต่อ ep นี้
แอบบอก-ออกแบบ รายการที่เราจะอัพเดทเรื่องราวของงานออกแบบ ทุกรูปแบบ แบบไม่มีรูปแบบ โดยจะมาแบบสั้นๆ แต่จัดเต็ม เล่าให้ฟังแบบหนุกๆ ...
Like Share และตามไปดูใน Facebook page : Gapthanavate ด้วยน้าาา
email : gaptect@gmail.com
#gapthanavate #designupdate #แอบบอกออกแบบ #่architecture #franciskere #xylem #tippetriseartcenter #burkinafaso
xylem 在 Yuka Kinoshita木下ゆうか Youtube 的最佳貼文
[use CC to enable Subtitles] Hello, my name is Kinoshita Yuka ! I love eating.
OoGui (eating a lot) is my channel's main focus. I often do a social eating live (Mukbang)
Today,I ate cheesecake ( is a sweet dessert consisting of one or more layers. The main, and thickest layer, consists of a mixture of soft, fresh cheese (typically cream cheese or ricotta), eggs, and sugar ) but not any cheesecake, it's a Deep Dark Cheesecake ( Gâteau au Fromage Noire ) that i ordered from " Patisserie La Famille " with 12 Pieces of Huge French toast ( French toast, also known as eggy bread, Bombay toast, German toast, gypsy toast, is a dish made of bread soaked in milk, then in beaten eggs and then fried ) in 2 different kinds with butter and maple syrup ( Maple syrup is a syrup usually made from the xylem sap of sugar maple, red maple, or black maple trees ) , All That is so high in calories what exceed 6000kcal . it was so unique and extremely tasty and delicious like real art !!!
まっ黒チーズケーキ
http://item.rakuten.co.jp/lafamille/platinum?s-id=adm_browsehist_item
フレンチトースト
http://item.rakuten.co.jp/lafamille/french-toast?s-id=adm_browsehist_item
⭐️木下ゆうかオリジナルグッズ \(﹡ˆOˆ﹡)/
【パーカーとマグカップが新しくなりました!】https://uuum.skiyaki.net/yuka_kinoshita
⭐木下ゆうかLINEスタンプ2でたよ!!!ᐠ( ᐢᐢ )ᐟ
https://store.line.me/stickershop/product/1265744/ja
LINEアプリ内の、スタンプショップで『木下ゆうか』と検索すると出てきます!
セカンドチャンネル作りました!∩^ω^∩
木下ゆうかのゆるちゃん!/YukaKinoshita2
https://www.youtube.com/channel/UCjpPqow_Rlv0A9RePeJ6nAA
【はらぺこパズル】ごはんに恋をした
[iOS]http://bit.ly/2aWQUDK
[Android]http://bit.ly/2btZ3eP
【大食いYouTuber】木下ゆうか はじめてのPhotoBook
木下ゆうかPhotobook "yuuka"
定価:1250円(税別)
発売元:講談社
全国の書店の他、ネット書店で販売中!
http://kc.kodansha.co.jp/product?isbn=9784063650099
木下ゆうか:“Yuka Kinoshita” Japanese
⭐️[[TURN ON CC FOR SUBTITLES]] ⭐️
Thank you Aphexx(@aphexx9 )-English subtitles
Thank you Range o(@orange0204)-Chinese subtitles
Thank you Waza_leji(Ieji_San) -Arabic subtitles
Thank you Taejun Lee -Korean subtitles
Thank you Jane-Korean subtitles
Thank you miu sister-Indonesian subtitles
Thank you Sony Boy-German subtitles
Thank you 香港國のパンダ・M-Hong Kong subtitles
Thank you 日本語字幕 Soraさん
Thank you My Nguyen-Vietnamese subtitles
for supporting in making subtitle.
If you've captioned/subbed one of my videos please inform me via E-mail. Thank you
⭐️エンディングなどのイラストは、ケイジェーさんに書いていただきました!(Twitter @K__j_344)
http://t.co/rWRrlpd5Pc
木下ゆうか年表
https://sites.google.com/a/origin-rise.twbbs.org/origin-rise/mochiko
Thank you Mr. Range o!
⭐︎FOLLOW ME
Twitter https://twitter.com/mochiko0204
Facebook https://www.facebook.com/pages/%E6%9C%A8%E4%B8%8B%E3%82%86%E3%81%86%E3%81%8B-KinoshitaYuka/825093884226382
大食いが不思議な方は是非この動画を観てください!
http://www.youtube.com/watch?v=wJ3qb8tTUlM&sns=em
I’m also a competitive eater as a job.
Please let me know via email or comment if you have any requests what you want me to try or you wanna have a food battle with me!
素材提供 PIXTA
お仕事の依頼はこちらにメールください(﹡ˆᴗˆ﹡)
Please contact me if you have any job requests.
[email protected]
xylem 在 賴虎玖分飽 Youtube 的最讚貼文
▲Click For More Info▲
你我都知道出來混是要還滴,今天的影片是feelunique haul,整部剪接得非常滿,請享用!
/ P R O D U C T
- Rimmel Lasting Finish 1000 Kisses Lipliner Pencil
- Topshop Beauty Bronzer 10g Salute
- Rimmel Wake Me Up Foundation 30ml Ivory
- Rimmel Kate Sculpting Palette 20g 002
- Maybelline New York Fit Me Concealer 6.8ml 15 Fair
- Rimmel Natural Bronzer - Sun Bronze 14g
- Rimmel Wake Me Up Concealer 8ml Ivory
- Rimmel Lasting Finish Soft Colour Blush 4g Live Pink
- Rimmel Brow This Way Eyebrow Gel 5ml Mid Brown
FEELUNIQUE 網站連結
http://www.feelunique.com/
/ I A M W E A R I N G
隱眼 海昌愛爾藍月拋
唇膏 LAsplash # Tiramisu
( 唇膏是廠商寄給我試用的喔 )
上衣 Forever 21
耳環 H&M
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♫ MUSIC
Epidemic Sound - Pep In My Step 3
http://www.epidemicsound.com/
軟體 iMovie
相機 canon g7x
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✉ MORE
FB - https://www.facebook.com/fantasmaleti...
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◎非合作贊助影片
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希望你喜歡這隻影片囉,喜歡的話別忘了訂閱或按個喜歡喔!
/ HOPE YOU ENJOYED AND SUBSCRIBE!
.
xylem 在 Xylem Inc. - Home | Facebook 的必吃
Xylem (XYL) is a leading global water technology company committed to solving critical water and... 1 International Drive, Rye Brook, NY 10573. ... <看更多>