［今日寫呢啲］留意返，月尾訂Patreon嘅有得回水一個月，即係送兩日畀你，唔使等到10月先訂了

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已經2000人訂！多謝大家！Two thousand people can't be wrong！（扯，幾百萬人冇訂添！）．下一個目標當然係攞你命3000！

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一週年！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． 畀年費仲有85折，20/40年費VIP 送本人著作一本。

今日全篇都唔講個股咁滯，只講大市。先講港股，昨日（星期二）當然唔多靚仔，但留意堆科技股ATMX全數有得升，科指跑贏恒指。阿里巴巴創新低後大反彈。講到尾，都係殘到一個位自己有人敢買，唔存在咩「政策風險冇得量化」。之後如果忽然風向轉，又變返保增長，包保仲有得升。騰訊低位都升返15%啦，固然冇可能捉到個底

但另一樣嘢，之前都在Patreon貼過圖，見恒指真係大約1倍book就見底，之前都寫過的。

不過，咁樣寫一句梗係易，但背後仲有好多技術細節呢。最簡單，恒指嘅book value 邊度搵？我當你2020嗰個可以搵返啲晒成份股，但股票永遠炒將來，咁2021呢？

仲有，你話1倍見底？都唔係完全係，舊年都插穿咗，去到0.9倍。唔係爭好遠？由1倍落到0.9倍，講緊近3000點，唔係你啲普通可以受得起

當然仲有更多問題，差不多實有人問。喂，而家咁咁咁咁咁，啲盈利預測會下調喎。你而家個book value 唔準架喎，如果盈利預測再下調，咪唔準咯，咪冇你最初計咁平咯。係呀，咁多年都有呢啲問題架啦！唔通個世界地低畀你慢慢計慢慢買？點解決呢個問題？Patreon入面講

當然更加深嘅問題係，你堆嘢，到底係咪stationary？係咪真係會mean reversion？咁多年都係在0.5同1.5倍（舉例）擺嚟擺去，所以之後都會係？定根本個trend 已經唔同咗？De-rate咗？政策風險喎。點去判斷？文入面講。

你睇一個好簡單嘅例子，07年之前啲內銀股20-30倍市盈率。而家好似5倍咁上下，咁係咪會升返4倍6倍？又好似唔係。但點解唔係？件事幾時變咗？當年嘅估值係錯？定而家嘅估值先係錯？

同樣地，你睇美股，你用啲咩CAPE，cyclically adjusted PE去睇，根本過去幾十年都係高過long term average，幾十年你只得幾個月美股係平你可以買，亦即係永遠都係貴，永遠都唔值得買。但有冇諗過，以前嘅平均，同今日嘅係咪可比？呢啲先最難判斷嘛。

更煩嘅都未講喎，以前恒指多銀行股，咁銀行股全世界估值都低，好多below book。而家恒指就好多科技股，任你講到點唔掂，科技股啲price to book都仲係越超於銀行，騰訊講到咁廢跌咗咁多，都仲5倍price to book．咁情況下，你恒指個估宜，同以前又係咪可比？

呢啲東西，Patreon全部講晒

第二部份，美股小股災嘛。諗落都好笑，記唔記得上星期之嘛，個撚個出嚟講咩「歷史驚人的相似」，08年中秋雷曼破產金融海嘯，今次恒大爆煲就係中國雷曼時刻？

好笑在，中秋以後，A股就擺明跑贏美股添。What 雷曼時刻？

美股跌乜？債息升啦，債務上限又傾唔掂啦，仲有聯儲局主席分分鐘連任唔到啦。但，有乜咁新鮮？

都講咗好耐美股貴，而家咪借勢跌下。我就冇驚過，最好債務上限玩大啲，最好跌多幾千點。

都有堆股票睇緊，會在Patreon講。可惜未有錢買。幾時有錢？10月咪有

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已經2000人訂！多謝大家！Two thousand people can't be wrong！（扯，幾百萬人冇訂添！）．下一個目標當然係攞你命3000！

＝＝＝＝＝＝＝＝＝＝＝＝＝＝
一週年！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． 畀年費仲有85折，20/40年費VIP 送本人著作一本。

Produced from partially recycled glass* at Guerlain's La Ruche production site in Chartres, France, Abeille Royale Advanced Youth Watery Oil's packaging is crafted from recyclable FSC cardboard, adjusted to the size of the bottle to reduce the packaging as far as possible.*​*
*on 30 ml and 50 ml bottles.
**on 15 ml, 30 ml, and 50 ml bottles.

Discover new Abeille Royale Advanced Youth Watery Oil: https://bit.ly/3o0jRBZ

Recently my buddies brought me on a little adventure. Exploring one of the many caves in Langkawi. It’s pretty magical seeing the stone formations and the different textures within that space. I brought along my HERO10 and tried it out in the most low light conditions while we made our way thru the different cave rooms in the dark and dang I’m pretty impressed.

None of this footage has been colour graded or adjusted.

Check it out..

Shot on GoProHERO10

@gopro @gopromysg @langkawiwildbuddy @malaysia.truly.asia @ripcurlmy @270pro @sundayafternoons_hats

#bakizainal #GoProHERO10 #GoProAmbassador #goprostayawesome #malaysia #langkawi #270pro #caving #lowlight

🗺 跟著小飛玩(更多景點) https://68maps.com/places/tw

Taiwan is Wild
Although it might just seem like a technological and industrial manufacturing hub, 70% of Taiwan's landmass is actually lush wilderness ideal for outdoor adventure sports! It's the perfect place to go hiking, river tracing, canyoning, rock climbing, and even white water rafting.

There are also over 100 natural hot springs in Taiwan. From November to March every year, people hike up the rivers to rediscover these scenic hot springs, as most of them get covered up with shale during the typhoon season. New pools are made each year by hand, just by moving a few rocks around. And the temperature of pools is adjusted by the amount of cold water let in from the rivers. I hope next year you join in the annual hot spring season. But there's no shortage of crazy adventures you can take part in if you come in the summer instead.

Taiwan+
Website: https://taiwanplus.com/
Facebook: https://www.facebook.com/taiwanplusmedia

*Some images are provided by Yushan National Park Management Office

00:00 Intro, Yilan City
00:46 Taiwan is Wild
2:12 White Water Rafting
3:52 Put-in, Lanyang River
7:01 About Lanyang River
9:15 Tiangou Geyser
10:48 Hot Springs in Taiwan
11:35 Bonbon Hot Spring
13:01 Taiwan is Wild

#小飛xTaiwanPlus #XIAOFEIxTaiwanPlus #TaiwanIsWild

カヌレの型は、ずっと欲しかったけどけっこうお高い。いつもこの動画で使ったクグロフ型を使ってカヌレを作って楽しんでいました。（ https://youtu.be/JqCU6YOvdCo ）
そんな時に知った100円ショップの情報。たった100円でカヌレの型が買えるなんて！夢みたい！とセリアのシリコーンモールド カヌレ型をずっと探していました。そして、この度、やっとやっと入手することができました！
ずいぶん長いこと探していたセリアのシリコーンモールド カヌレ型だったので、迷いなく4個を即買い。
しかしここで問題が発生。家に帰ってパッケージの裏を見てみたら、そこには衝撃の事実が！
なんと『耐熱温度以下であっても20分以内で使用してください』との説明書き。カヌレって1時間連続加熱がほぼ常識。これどうすりゃいいのよ！と考えて、苦肉の方法で焼成しています。焼き、腰折れ、色々と改善の余地ありなのですが、材料は16個分ぴったりの卵液量で、しかも卵黄1個で作れるように調整しました。焼き菓子と蝉の声のアンバランスもお楽しみください。
*レシピ*（3.5 ✕ H3.5センチのミニカヌレ16個/400ml分）
薄力粉：70g
Mサイズの卵の卵黄：1個分
グラニュー糖：115g
牛乳：250g
ラム酒：10g
バニラオイル：3振り
無塩バター（型に塗る用）：適量

１．薄力粉 70gをフルっておく。
２．ボウルに卵黄 1個分（Mサイズの卵の卵黄 20g）を溶く。
３．グラニュー糖 115gを入れ混ぜる。
４．60℃に温めた牛乳 250gを（3）に少し加え混ぜる。
５．（1）を加え混ぜる。混ぜすぎないこと。
６．（4）の残りの牛乳を加え混ぜる。
７．ラム酒 10gとバニラオイル 3振り加え混ぜる。
８．アミで濾す。
９．冷蔵庫で12〜24時間休ませる。

１０．卵液を冷蔵庫から出し、1時間ほどおき、常温にしておく。
１１．カヌレ型に無塩バターをちょっと多めに塗り、冷蔵庫に入れておく。
１２．オーブンは220℃にしっかり予熱しておく。
１３．（10）の常温にした卵液を静かに底から混ぜる。
１４．（11）の型に流し入れる。
１５．220℃に予熱したオーブンで20分焼く。
１６．一旦取り出し3分待つ。
１７．再び、220℃に予熱しておいたオーブンに入れ、170℃に変更し20分焼く。
１８．再び、一旦取り出し3分待つ。
１９．再び、170℃に予熱したオーブンで20分焼く。
２０．オーブンから取り出し、型のまま10分おく。
２１．網に取り出す。
２２．でけた。
オーブン温度を
220℃を230℃に　170℃を180℃に上げ、もっとカリカリに焼けるように再挑戦したいです。
改善の余地ありだけど、家族がおいしいと言ってくれたからよし。しかし、このカヌレ型かわいい。ゼリーやチョコレートにも使いたいわ。

#Seria #カヌレ型 #カヌレ #作り方

I've always wanted a canelé mold, but they are quite expensive. I always enjoyed making cannulae using the kouglof mold used in this video. ( https://youtu.be/JqCU6YOvdCo )
That's when I learned about a 100 yen shop information. How can you buy a canelé mold for only 100 yen? It's like a dream! I've been looking for the Seria Silicone Canele molds for a long time. And now I've finally, finally got one!
I've been looking for these molds for a long time, so I bought 4 of them right away without hesitation.

But here's the problem. When I got home and looked at the back of the package, I found a shocking fact! It said, "Please use within 20 minutes even if the temperature is below the heat resistant temperature." It's almost common knowledge that canelés should be heated continuously for an hour. I thought to myself, "What am I supposed to do?"
Thinking that, somehow I managed to bake it.
There is a lot of room for improvement in the baking process, but I have adjusted the ingredients so that I can make 16 canelés with exactly the right amount of egg liquid, and only one egg yolk.
Please enjoy the imbalance between the baked goods and the cicadas' voices.

* Recipe * (3.5 ✕ H3.5 cm mini canelés 16 pieces / 400 ml)
Cake flour: 70g
Egg yolk of M size egg: 1
Granulated sugar: 115g
Milk: 250g
Rum: 10g
Vanilla oil: 3 shakes
Unsalted butter (for applying to mold): Appropriate amount

1.Sift 70g of cake flour.
2.In a bowl, beat the yolk of one egg (20g of yolk from a medium egg).
3.Mix in 115g of granulated sugar.
4.Add a little from 250g of warmed milk (60℃) to (3) and mix.
5.Add (1) and mix. Do not mix too much.
6.Add the remaining milk from (4) and mix.
7.Add 10g of rum and 3 shakes of vanilla oil.
8.Strain through a mesh.
9.Let it rest in the refrigerator for 12 to 24 hours.

10.Remove the egg mixture from the refrigerator and allow it to come to room temperature for about an hour.
11.Grease a canelé mold with a little more unsalted butter and put it in the refrigerator.
12.Preheat the oven to 220℃.
13.Gently mix the egg liquid at room temperature in (10) from the bottom.
14.Pour the mixture into the mold of (11).
15.Bake in a preheated oven at 220℃ for 20 minutes.
16.Take it out and wait 3 minutes.
17.Place in the preheated oven again at 220℃, change the temperature to 170℃, and bake for 20 minutes.
18.Take it out again and wait for 3 minutes.
19.Bake again in a preheated oven at 170℃ for 20 minutes.
20.Remove from the oven and leave the mold for 10 minutes.
21.Take it out to the net.
22.It's done.

I'd like to try again to raise the oven temperature from 220°C to 230°C and from 170°C to 180°C, so that it bakes more crispy. There's room for improvement, but my family said it was delicious, so that's good. By the way, these cannelé molds are cute. I want to use them for jelly and chocolate.

「在病態社會裡還能游刃有餘的人，算不上真的健康。」–印度哲學家 克里希那穆提 Jiddu Krishnamurti
'It is no measure of health to be well adjusted to a profoundly sick society.'
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📣留言加分享本影片貼文 https://www.facebook.com/Mr.SuperY/posts/2026770244143300 就有機會抽《照亮憂鬱黑洞的一束光》一本。
📅參加抽獎活動時間為期一週：2021.8.6 - 2021.8.13
👍 感謝 康健出版 提供2本贈書
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本集關鍵字：
Robert Sapolsky | 壓力賀爾蒙 | Richard Wilkinson | Paul Gilbert | 屈從反應 | John Cacioppo | 片段甦醒 | 集體歸屬感 | 社交處方 | Isabel Behncke | Edward O. Wilson | 親生命性 | 流行病學 | 白廳研究 | 合作社| 加拿大原住民 |Michael Chandler | 達悟族 | 零工經濟 | 抗憂鬱 | 未來感
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