🌻
Labor shortage的問題最近常出現在新聞裡, 而labor cost也讓企業頭疼. 前幾天Morgan Stanley有出一篇報告, 主要是說Amazon(AMZN)因為人力支出, 獲利會受壓, 短期內股價可能因此會一直盤整下去:

物流人力成本沉重！大摩砍亞馬遜目標價
https://news.cnyes.com/news/id/4730852

而剛好前兩天的新聞有提到, 透過電商購物的消費者增加, 而其實電商會比傳統的零售業, 需要更多的人力在物流中心, 來做商品的包裝, 運送等:

"Demand for distribution workers has skyrocketed as more consumers shop online, in part because picking, packing and shipping e-commerce orders is more labor-intensive than traditional warehouse operations that distribute wholesale goods or replenish store inventory."

Source: https://www.wsj.com/articles/logistics-operators-raise-pay-enlist-robots-to-meet-holiday-demand-11632657600

🌻每周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post_29.html

🌻如何逢低買進(buy the dip)?
每個人buy the dip的方法不同. 這邊簡單說一下我要buy the dip的話, 會注意哪些事情.
1. 個股所在的類股的表現
2. 均線
3. 大盤
4. 財報發表了沒
5. 股價還有沒有上行的空間(估值高低的問題)

🌻有趣的美股小知識: Why You Should Pay Attention to the Way Management Talks

Nomura(野村)的策略家發現, 當CEO在電話會議中, 用簡單易懂的方式來說明公司業務的話, 公司的股價會比使用複雜語言的CEO的公司股價還高.

Mezrich found that simple really does matter. Using the Gunning Fog index, he ranked companies in the Russell 1000 into tenths, based on their earnings conference calls. Over the past three years, the companies with the simplest language have returned 19.2% annualized, beating the equal-weighted Russell 1000’s 15.7%. Those with the most complex language returned just 13.4%. The complex language portfolio was also more volatile than the simple language portfolio.

“Since senior management delivers an earnings call, simple language may produce more confidence among investors in management’s ability to deliver on their vision,” Mezrich explains. “Hence, simpler language earnings calls can lead to subsequent stock outperformance.”

Source:
https://www.barrons.com/articles/earnings-call-language-stocks-51632526564

Picture: 小鎮的秋景. 圖片來源: Facebook. 攝影者不明.

市場被BNPL廠商搶太兇，信用卡本尊也來Buy now pay later

今天是聯合國 #國際糧食損失和浪費問題宣傳日！！

根據聯合國糧農組織(FAO)統計，全世界每年有3分之1、約13億噸的糧食被浪費掉，糧食損失與浪費造成自然資源的消耗與碳排放量的增加，加劇極端氣候。

在台灣，透過媒合網站、食物銀行以及惜福超市，從生產、製造到消費，我們在解決糧食損失與浪費走在前端，實踐了聯合國「永續發展目標（SDGs）」第12項目標「確保永續的消費與生產模式」以及第2項目標「消除飢餓，達成糧食安全，改善營養及促進永續農業」。

台灣是實踐聯合國永續發展目標的模範生，我們希望透過這部影片，呼應聯合國「國際糧食損失與浪費問題宣傳日」，減少糧食浪費，就從你我做起。

#永續發展目標 #SDG12 #確保永續的消費與生產模式 #SDG2 #消除飢餓達成糧食安全改善營養及促進永續農業

Do you know what today is? It’s the UN International Day of Awareness of Food Loss and Waste! According to statistics from the Food and Agriculture Organization of the United Nations, around a third of food around the world goes to waste every year; that’s around 1.3 billion tonnes! This also means extra carbon emissions and depletion of natural resources, contributing to #ClimateChange.

#Taiwan has come up with a whole host of innovative ideas to reduce food loss from upstream producers, all the way down to the consumer. Check out the video below to find out more about one such initiative, websites which facilitate the distribution of surplus agricultural produce from farmers and supermarkets to people in remote areas and vulnerable groups through food banks.

This initiative is in line with both #SDG2 #ZeroHunger and #SDG12 #ResponsibleConsumptionAndProduction and we hope that by 2030 food waste by consumers can be reduced by 50% as well as reducing food loss in supply chains.

Taiwan’s vision of global partnership on the issue of #FoodWaste can serve as a reference for the UN in attaining the SDGs!

本年度最陽剛又最性感的MV就是Lil Nas X了😆
喜歡的話記得留言讓我知道，也別忘了訂閱我的頻道和開啟通知哦！
Hey all!
Make sure to leave a comment to show love, and don’t forget to LIKE, SHARE, and SUBSCRIBE to my channel and RING THE BELL so you don’t miss anything from me.
-TERI xx


【完整翻譯】Lil Nas X & Jack Harlow - Industry Baby

Baby back, couple racksCouple Grammys on him, couple plaquesThat's a fact, throw it backThrow it back
我回來了 帶著滿架子的獎牌
葛萊美拿了好幾座 白金唱片得了一堆
這一切鐵證如山
所以趕快轉過去熱舞來討好我
And this one is for the championsI ain't lost since I beganFunny how you said it was the endThen I went did it again
這是獻給稱霸的冠軍
踏上路以來 我從來就未曾迷失
你不覺得好笑嗎？ 酸民說我玩完了
但我回來了 又大獲全勝

I told you long ago on the roadI got what they waiting for
I don't run from nothing, dogGet your soldiers, tell 'em I ain't layin' low
早在那條老街上 我就說了吧
我有大家引頸期盼的東西
我可不會隨便逃跑
所以告訴你的大軍 我沒有要低調引退的意思
You was never really rooting for me anywayWhen I'm back up at the top, I wanna hear you sayHe don't run from nothin', dogGet your soldiers, tell 'em that the break is over
反正你也從來沒喜歡過我
當我重返榮耀 我要聽到你說
「他不會輕易離場」
所以集結你的大軍 告訴他們休息時間結束了

Need to get this album doneNeed a couple number onеsNeed a plaque on every song
Need mе like one with Nicki now
我得把這張專輯完成
我得再拿下幾座冠軍
我要每一首歌都有白金獎牌
我要和Nicki一起站上高峰
Tell a rap nigga I don't see yaI'm a pop nigga like Bieber
I don't fuck bitches, I'm queer
But these niggas bitches like Madea
告訴嘻哈饒舌仔 我眼裡根本沒有你
我就像小賈斯汀一樣 流行到爆
妹子？我沒興趣 我是酷兒
你們這些酸民就像個老媽子一樣

let's do it
I ain't fall off, I just ain't release my new shit
I blew up, now everybody tryna sue me
You call me Nas, but the hood call me Doobie
開工吧
我沒有跌落神壇 我只是新歌還沒發
我一夕爆紅 現在每個人都想告我
你們叫我Nas 但我家鄉的人叫我Doobie

[Jack Harlow]
My track record so clean, they couldn't wait to just bash meI must be gettin' too flashy, y'all shouldn't have let the world gas me
我沒拿什麼獎 他們等不及就說我沒實力
我肯定是太招搖了 你們不該讓全世界噴爆我
It's too late 'cause I'm here to stay and these girls know that I'm nastyI sent her back to her boyfriend with my handprint on her ass cheek
太遲了 因為老子我已經要在這裡待下
妹子們都愛我
讓我在她的翹臀上留下紅紅的掌印
再回去找她男朋友

City talkin', we takin' notesTell 'em all to keep makin' postsWish he could, but he can't get close
OG so proud of me that he chokin' up while he makin' toasts
I'm the type that you can't control, said I would, then I made it so
謠言四起 我們做著筆記
告訴大家繼續po文吧
他只是羨慕 但他永遠趕不上我
嘻哈大老們為我驕傲 他敬酒的時候還在哽咽
我完全不受控 我就是說到做到

I don't clear up rumors, where's y'all sense of humor?
I'm done makin' jokes 'cause they got old like baby boomers
Turned my haters to consumers, I make vets feel like they juniors
Say your time is comin' soon, but just like Oklahoma
我從來沒在闢謠的 你們難道都沒幽默感嗎
我也不想在開玩笑了 不然怎麼講都是老梗
把我的酸民變粉絲 讓老兵變年輕
你說你的時代已經要來了
Mine is comin' sooner, I'm just a late bloomerI didn't peak in high school, I'm still out here gettin' cuter
All these social networks and computersGot these pussies walkin' 'round like they ain't losers
但我的時代來的更快 我是大器晚成
我在高中不受歡迎 但現在我越來越討喜
這些鍵盤戰士 總是故意說著妹子怎樣 顯得自己比較不魯

☾ ALSO FOLLOW ME ON 追蹤我
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☾ This is not a sponsored video.

0:00 歌曲背景
3:59 歌詞解析
11:34 Industry Plants爭議
13:59 總結

Short Film 「CHOICE」

Are we blessed to be born?
What is blessing?
realistic element?
Or the sense of blessing a blessing itself?

我々は祝福され生まれてきたのであろうか
現実的な要素が祝福か？
祝福と思える考えがそれそのものか？

There’s no fairness in this world.
Time, Race, Age, Circumstances...
Every factor can change the way it works.

平等というものはこの世にはない
等しく皆に訪れる事柄でも、時代、人種、年齢、環境…
様々な要因が、作用を変化させる

Relativistic words swirl around, and distort our concepts.
The words that seem to provide hope have prerequisites that are taken for granted.
They don't even care about those who fell off from the frame.

相対評価的な言葉が渦巻き、概念を歪めていく
一見前向きな希望を謳った言葉も当たり前かのような前提条件があり
その枠に漏れたものの存在など考えてもいない

Hope turned into justice,
and the meaning of empathy changed to consumers.

いつしか希望が正論に変わり
共感の意味は消費者に変わった

So, are we all alone
No one is the same, we never understand each other.
but no one can live alone.

では我々は孤独なのであろうか
同じ人間は1人としておらず、理解し合うことはできない
だが、人は1人では生きていけない

Definitions are made from standards, and standards are different for each one of us.
Therefore, it may seem relative, but it is absolute.

定義は基準によって為され、基準は人それぞれだ
よってそれは相対的に見えて絶対的なのだ

“Love” is always tough. Painful. Frightful.
It's up to us to choose whether we want to be loved.

辛く、苦しく、恐ろしい愛の方が多く
それを愛されるとするかは選択次第なのだ

Life is painful.
Life is beautiful.

生きることは、苦しく
生きることは、美しい



Director : Koshun Mamiya
Director of Photography : Kotaro Yamada
Assistant Camera : Masato Tanaka
Lighting Director : Sora Okubo
Original/Styling/Edit : Koshun Mamiya
Translation : Nao Asada
Narrator : Anocam
Music : 329
Acoustic guitar : Tomoki Iwasaki

Cast : emma



Koshun Mamiya
https://www.instagram.com/koshunn/
emma
https://www.instagram.com/emma_chijoke/
Kotaro Yamada
https://www.instagram.com/kotaroyamada_jp/
Masato Tanaka
https://www.instagram.com/holyhuman__1231/
Sora Okubo
https://www.instagram.com/sora075_/
329
https://www.instagram.com/bpm329/
Anocam
https://www.instagram.com/anocam_/
Nao Asada
https://twitter.com/yokutabenemuru

今日は月曜日。ここ１週間のニュースのまとめです。次期iPhoneの噂や新型MacBook Proはダメ押しの噂が出てきています。その他iPhone 12の統計などもでていますね。

今日の動画は7月19日16時くらいまでの情報です。その後別の情報が出る可能性はありますがそれは来週扱いますね。
また引用しているニュースやアナリストレポートや噂などは結果として不正解の可能性があります。早合点して買い替えを前提に売却などしないようにご注意ください。
大きなニュースは特集をやりましたのでこちらをどうぞ。
＜速報＞Apple純正「MagSafeバッテリーパック」が突然発表＆予約開始！詳細をチェック・充電可能％は？iPhone 12用マグネット式モバイルバッテリー
https://youtu.be/OCQUhwH3qr4
やはり次期 iPhone 13には指紋認証がつかないのかも？画面内Touch IDの暗雲に追い討ち。。
https://youtu.be/PfLW-HqA7C4

＜引用させていただいた記事＞
MacRumors
https://www.macrumors.com/2021/07/18/redesigned-macbook-pros-fall-launch/

https://www.macrumors.com/2021/07/16/apple-stores-flag-colors-apple-watch-bands/

https://www.macrumors.com/2021/07/16/apple-releases-macos-monterey-public-beta-2/

https://www.macrumors.com/2021/07/16/iphone-12-depreciates-less-than-iphone-11/
ソース記事
https://www.sellcell.com/blog/will-the-iphone-13-hold-its-value/

https://www.macrumors.com/2021/07/16/airpods-drive-surge-in-counterfeit-headphones/
ソース記事
https://www.theinformation.com/articles/airpods-are-a-huge-hit-with-consumers-and-counterfeiters

https://www.macrumors.com/2021/07/15/elago-airtag-remote-case/

https://www.macrumors.com/2021/07/15/tsmc-arizona-factory-begin-production-in-2024/

https://www.macrumors.com/2021/07/15/iphone-12-sales-june-2021-quarter-cirp/

https://www.macrumors.com/guide/magsafe-battery-pack/

9to5Mac
https://9to5mac.com/2021/07/15/xiaomi-takes-apples-second-place-in-smartphone-shipments-during-q2-2021/


https://9to5mac.com/2021/07/18/gurman-iphone-13-apple-watch-always-on/


https://9to5mac.com/2021/07/15/apple-employees-say-they-will-leave-the-company-as-it-denies-remote-work-requests/


＜関連動画＞

やはり全画面iPad mini6来る？MacBookに1080pカメラ？来年の11”はミニLED？Appleの１週間 噂とニュースまとめ・20210712
https://youtu.be/NNEWvQNGlco

iPhone 13は逆充電搭載？新MacBook Proは9月？有機ELのiPad？Appleの１週間 噂とニュースまとめ・20210705
https://youtu.be/3_tZV3jpmcM
＜速報＞本日登場！iOS 15パブリックベータ版の設定方法＆iOS 14への戻し方・注意点も！
https://youtu.be/cGsbzCmnu6U
バンド/文字盤22カ国色！Apple Watchインターナショナルコレクション・選んだのはこの色！壁紙だけもOKな国旗モチーフ
https://youtu.be/m2TE05eXE-A

え！iPad 16インチ？画面内指紋認証は来年？新MacBook Proは年内いつ？Appleの１週間 噂とニュースまとめ・20210628
https://youtu.be/3mIZZsqhG3M

新MacBook Proは7-9月？Intel Mac Pro？全画面iPad mini？Appleの１週間 噂とニュースまとめ・20210615
https://youtu.be/EoXVNEDIvsE
＜速報＞ノイキャン有で価格よし！突然発表の「Beats Studio Buds」まとめと比較！・これは欲しい
https://youtu.be/LhKI1Dwg8Wk
新型AirPodsにMacBook Pro・iPhone 13も順調！Appleの１週間 噂とニュースまとめ・20210601
https://youtu.be/GJZbh7ZiG34

MacBook Proおーい!? AppleイベントWWDC21 概要10分まとめ・噂を信じちゃいけないよ
https://youtu.be/zg9nUC1hFgw

再生リスト：2021Appleの噂やニュース
https://youtube.com/playlist?list=PL1bNs6yZxdxlWopvosovZ9AM6EEQOkjsw

撮影機材

・Panasonic Lumix GH5s
・Panasonic Lumix GH5
・Canon Power Shot G7X Mark II
・iPhone 12 Pro（Simフリー）
・iPhone 12 mini（Simフリー）
・iPadPro 11”（Simフリー）
・DJI OSMO Pocket
・Moment iPhone 外付けレンズ＆専用ケース

動画編集
Final Cut Pro X
Adobe Illustrator(スライド)
Adobe Photoshop(スライド）
Adobe Character Animator（アニメーション）
※チャンネル全般で使っているものであって動画によって機材アプリは違います。

#Apple
#MacBookPro
#iPhone13