🌻
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.

God’s Unquenchable Love

“Many waters can’t quench love, neither can floods drown it. If a man would give all the wealth of his house for love, he would be utterly scorned.” (Song of Solomon‬ ‭8:7‬ ‭WEB‬‬)

Your sins were like many waters, but it cannot quench God’s love for you.

When the children of Israel were about to cross from the wilderness to the land of Canaan, they stood before the river Jordan. The ark of the covenant entered the river first, and the waters parted, gathering up as a heap far away over the city of Adam. This is a picture of Jesus removing our sins, even all the way back to Adam’s original sin, by taking God’s judgment for sin in His own body at the cross.

Jesus stripped Himself of His divine glory, became a man, was humiliated like a criminal, suffered excruciatingly and died a bloody death.

Jesus gave all the wealth of His house for love. He did that because He loves you.

It does not make any sense. You might call such a love ‘foolish’. That is just how much God loves you.

“A certain ruler asked him, saying, “Good Teacher, what shall I do to inherit eternal life?” Jesus asked him, “Why do you call me good? No one is good, except one—God. You know the commandments: ‘Don’t commit adultery,’ ‘Don’t murder,’ ‘Don’t steal,’ ‘Don’t give false testimony,’ ‘Honor your father and your mother.’” He said, “I have observed all these things from my youth up.” When Jesus heard these things, he said to him, “You still lack one thing. Sell all that you have, and distribute it to the poor. You will have treasure in heaven. Come, follow me.” But when he heard these things, he became very sad, for he was very rich.” (Luke‬ ‭18:18-23‬ ‭WEB‬‬)

When Jesus tested the rich young ruler by asking him to sell all his possessions and give the proceeds to the poor, the man could not do it.

Jesus is the true rich forever-young ruler from Heaven who has all the best treasures. At the cross, He sold everything and gave it all to you.

He was made poor so that we might become rich. He was treated like the worst sinner so that we might become the righteousness of God in Him!

Receive Jesus’ unquenchable love for you. See the great price He paid to redeem you. Know that you are very precious to God!

It is so wonderful to see Jesus in action by reading the four gospels. When we see Jesus, we also get to know God the Father. Understand the four gospels through the lens of grace in this bundle: https://bit.ly/understandeveryparable

「Pixel6」購入時に使えるクーポンキャンペーン。Google23周年記念！ https://www.gizmodo.jp/2021/09/google-will-distribute-discount-coupons-for-pixel6.html?utm_source=facebook&utm_medium=feed&utm_campaign=d7406c119a9bd5d8dadefbbaaf0007e6

2021/08/11(線上）
疾病如何生成？
How human develope to a sickness？
/.王大喜（Rasta Wang）

*222、Light. /.Origin Nocile Marks

「又有幾條小魚；耶穌祝了福，就吩咐也擺在眾人面前。 眾人都吃，並且吃飽了，收拾剩下的零碎，有七筐子。 人數約有四千。耶穌打發他們走了，」
‭‭馬可福音‬ ‭8:7-9‬ ‭CUNP-神‬‬

「“How many loaves do you have?” Jesus asked. “Seven,” they replied. He told the crowd to sit down on the ground. When he had taken the seven loaves and given thanks, he broke them and gave them to his disciples to distribute to the people, and they did so. They had a few small fish as well; he gave thanks for them also and told the disciples to distribute them.」
‭‭Mark‬ ‭8:5-7‬ ‭NIV‬‬

（目前專注於療癒及生命紀錄，也恢復線上諮詢及捐款，如需手術請至以下官網詳閱。☀️🙏)

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（夢行者,™，醒夢人）

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