In vacation mode. A busy week for earnings, but I hope it will be a week for me to relax.

🌻CPI
"There are four main trends underlying the June inflation report. First are the items where prices fell sharply at the start of the pandemic and that are now returning to their pre-pandemic levels. Second are items where prices have temporarily risen above their pre-pandemic levels due to supply constraints and could come down. Third are items where prices are likely settling at a permanently higher level. And fourth are items where price increases have slowed rather than accelerated as a result of the pandemic, at least for now."

"Increases in owners’ equivalent rents—the Labor Department’s estimate of what homeowners would have to pay each month if they were renting their own home—also haven’t rebounded very far."

"Those prices could pick up in the months ahead, Ms. Bostjancic said, in part due to rapid increases in home prices. It takes about 18 months for a rise in real-estate prices to translate into stronger owners’ equivalent rents, she said.

“That’s one of those categories that needs to catch up following the worst of the pandemic,” she said.

That could add to inflation pressures in the coming months. Shelter costs represent almost a third of the basket of goods and services that the department looks at to calculate overall inflation."

Source: https://www.wsj.com/articles/inflation-hits-some-prices-more-than-others-11626187838

🌻附上本周發表財報公司一覽表.
上週的類股表現, 並不是很好(連大型股都在跌). 看看這周的財報結果會不會有幫助.

🌻針對餐飲業做了些研究. 筆記可在下兩個地方找到.

https://docs.google.com/document/d/1fhdoW1ah60klvwZGvejQ84WNz_EKgMAL_GZURDXsCo4/edit?usp=sharing

https://docs.google.com/document/d/1KOheA9qkAFoC0swFaNZVmnDtwK_hEbXou32FSA4Lqfo/edit?usp=sharing

目前餐飲業的窘境: 餐飲業在各產業中, 薪資較低. 疫情後, 因有人怕被病毒傳染(因為餐飲業是與人高度接觸的行業之一), 或是轉往薪資較高的產業, 或是想找到生活上的平衡(因為餐飲業時間特殊), 或因為家中有幼孩需要照顧, 所以餐飲業人力資源在疫情後反彈的情況, 不若其他產業. 解法? Technology.

Pictures:
1. A Companion of Diana (1724) by Jean-Louise Lemonyne. National Art Gallery (in Washington D.C.)珍藏.
https://www.nga.gov/collection/art-object-page.1272.html
狄阿娜（拉丁語：Diana），羅馬神話中的月亮女神和狩獵女神，眾神之王朱庇特和溫柔的暗夜女神拉托娜的女兒，太陽神阿波羅的孿生姐妹。
https://zh.wikipedia.org/zh-hant/%E7%8B%84%E9%98%BF%E5%A8%9C
2. 點外帶的時候, 看到這張速食店缺工造成不便的告示, 意思就是, 因為缺工, 加上食物都是現做, 難免比之前更慢了. 請不要因此而發脾氣. 很辛苦的餐飲人員.
3. From earningswhispers.com

Hong Kong’s economy rebounded more vigorously than expected. The city's GDP increased 7.8% in the first 3 months of this year, ending an unprecedented 6 straight quarters of contraction.

Read more: https://bit.ly/3th6fkP

香港第一季本地生產總值按年實質上升7.8%，遠勝市場預期，並結束連續6季收縮。
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China’s exports rebounded in the first two months of this year, surging a better-than-expected 61% from 12 months earlier, in a sign the economy is recovering from the impact of the coronavirus pandemic.

Read: https://bit.ly/3v3yOEl
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Alonzo Mourning had his best game. Allen Iverson had another 40-point game. But Tim Hardaway had the shot of the game.

Hardaway's leaning 22-footer over Eric Snow with 5.6 seconds to play gave the Miami Heat an 83-81 victory over the Philadelphia 76ers, who wasted 41 points from Iverson.

In a game featuring playoff-like intensity, the 76ers pulled into the sixth and final tie of the fourth quarter when Dikembe Mutombo rebounded a miss by Snow and threw in a hook shot as he was fouled with 17 seconds to go. But Mutombo missed the free throw, leaving the score 81-81.

Hardaway, who had his dribble poked away from him by Snow in the final seconds of a loss on November 4, dribbled to the left of the arc and stepped on the circle as he leaned forward. Snow had a hand in his face, but Hardaway made the shot.

"The shot was a little quick but we probably wouldn't have gotten a better shot than that," Hardaway said.

"He made a good shot," Snow said. "He's made so many in his time. He kind of pushed off and made a great shot with a hand in his face."

The Sixers could not inbound to Iverson, who made 14-of-28 shots in his 17th 40-point game of the season. Instead, Snow passed to Aaron McKie, who passed to Jumaine Jones and took a return handoff before coming up short on a 3-pointer from the left sideline.

"The way Iverson was playing I would have liked to get him the ball," Sixers coach Larry Brown said. "They did a good job of keeping the ball out of his hands but we got a pretty good look."

Mourning played his best game since his return from a kidney
ailment two weeks ago. Perhaps motivated by playing against
fellow Georgetown alumnus Mutombo, Mourning had season highs of
20 points and 16 rebounds in 26 minutes and was on the floor
down the stretch.

"I don't care how many minutes I play as long as we get the
`W,'" Mourning said. "I know we have a huge window of
opportunity to get to that championship level. If we just stay
the course, the sky is the limit."

"Adrenaline had a lot to do with it," said Iverson, another
Georgetown alumnus. "He hadn't been playing as well as he did
tonight but Alonzo is a special basketball player. He's an
All-Star in every sense of the word."

It was a big win for the Heat (47-30), who blew an 11-point lead
and had to rally in the fourth quarter. They moved one game in
front of New York in the race for the third seed in the Eastern
Conference -- and the chance to avoid Philadelphia, the East's
top team, until the conference finals.

"Tonight had a playoff feel to it," Riley said.

"It wasn't a playoff game. I know that feeling already,"
Iverson said. "To me, this wasn't a playoff atmosphere. The way
they were jumping around at the end of the game showed me that
they really wanted this game."

Dikembe Mutombo looked as if he'd been playing with the Philadelphia 76ers for years instead of hours.

Mutombo had 17 points, 13 rebounds and five blocked shots in his debut with Philadelphia as the 76ers beat the Detroit Pistons 99-78 Friday night.
"He changed the whole game with his defense and rebounding," said Philadelphia's Allen Iverson, who had 43 points and 10 rebounds.
Mutombo was traded along with Roshown McLeod from Atlanta to Philadelphia on Thursday for Theo Ratliff, Nazr Mohammed and Pepe Sanchez in the most-significant deal of the NBA season.
After the game, Mutombo looked relieved to be sitting in a folding chair with ice packs surrounding both knees.
He flew from Atlanta to Philadelphia late Thursday night, had a physical at 7 a.m., then arrived in Detroit at about 5 p.m. Friday.
"I need some sleep," Mutombo said. "But really, I'm so excited to be with this group of guys. They're all about winning and we have a great coach."
Philadelphia coach Larry Brown was glad that Mutombo was able to provide a lot of the same things as Ratliff.
"He rebounded and defended like he has his whole career," Brown said. "I thought he was terrific ... I think it's pretty remarkable what he was able to do under those circumstances."
Philadelphia has the best record in the NBA at 42-14. The Sixers extended their winning streak to six games.
Detroit's Jerry Stackhouse scored 22 points. Chucky Atkins had 12 points and Dana Barros added 10. The Pistons made just 37.1 percent of their shots.
Mutombo's status for the game was much more in doubt than the outcome.
The Sixers jumped out to a 16-4 lead and cruised to the win. Philadelphia led by nine points after one quarter, 12 at halftime and 17 after three quarters.
Philadelphia did not know whether Mutombo would be cleared to play until an hour before the game.
Minutes after Philadelphia Brown was informed that Mutombo was able to play, Mutombo walked into Philadelphia's locker room.
When Brown told Mutombo that he could play, the nine-year veteran asked "What do you want me to do?"
Brown left the decision whether or not to play up to Mutombo. He nodded his head to indicate that he wanted to play, and then turned to look for a uniform and basketball shoes to replace his brown suit and dress shoes.
On defense, Mutombo, the three-time defensive player of the year, hung around the lane to block and alter shots.
He ignited Philadelphia's fastbreak with 10 defensive rebounds and crisp outlet passes. There were times that Iverson was so far down the court that Mutombo didn't make it to halfcourt.
On offense, he set space-creating screens with his 7-foot-2, 265-pound frame. When Mutombo got the ball, his sky hooks and deliberate low-post moves gave the Sixers an option on the interior.
Mutombo started and played 36 minutes. He made 7-of-12 shots and 3-of-4 free throws.
"There is not much difference between the Sixers with Theo Ratliff and with Mutombo," said Detroit's Ben Wallace, who had 17 rebounds. "They both clog the middle and block a lot of shots. Theo is a little more athletic and Mutombo is a little bigger."
The game also marked the debut of Detroit's Corliss Williamson, who scored six points and grabbed four rebounds.
Williamson was traded by Toronto along with Kornell David, Tyrone Corbin and a conditional first-round pick to Detroit for Jerome Williams and Eric Montross. Detroit released Corbin and put David on the injured list.
"It was unfair to play him, but once Ben (Wallace) got those two quick fouls, I didn't have much choice," Detroit's George Irvine said. "It's been a whirlwind for him, but he'll be fine. He did a nice job out there."

Two games into his return from knee surgery,
Chris Webber is playing like he's in midseason form.

Webber had 24 points and 10 assists and Peja Stojakovic had a
team-high 27 points, leading the Kings to a 114-105 victory over
the Philadelphia 76ers.

Webber was playing his second game of the season for Sacramento,
which has won three straight and nine of its last 10 on the road.
He had 26 points and 12 rebounds Tuesday in his debut after missing
nine months to rehabilitate his knee and serve an eight-game
suspension.

"I try to make my expectations high," Webber said. "I've been
working hard. I've been waiting to get back to this point. It's
hard for me to take it like everybody wants me to take it and ease
back into it."

Allen Iverson rebounded from Wednesday's 2-for-21 shooting
performance to score a team-high 32 for the Sixers, who have lost
six of seven. Kenny Thomas recorded his sixth straight
double-double with 15 points and 13 rebounds.

With Webber on the bench for the last half of the third quarter,
the Sixers ran off a 13-0 run that cut the lead to one.
Philadelphia had a short-lived 79-77 advantage with 1:09 left in
the quarter, but Sacramento regained the lead on a jumper by
Stojakovic and a layup from Mike Bibby. After a free throw from
Iverson, Brad Miller hit a 3 at the buzzer to stretch the lead to
four.

Webber had seven points and three assists during a 14-3 run that
opened the fourth quarter and put the Kings ahead by 15 with 8:24
to play. The Sixers pulled within six in the final minute, but
Bibby made five free throws to seal the game.

Bibby had 21 points and Miller added 19 for Sacramento. Webber
and Stojakovic combined to go 16-for-17 from the line.

"Time will tell if (the Kings) are the best (team)," Sixers
interim coach Chris Ford said. "Certainly the way they play the
game, it's fun to watch them. I know that even if I'm over there
taking a drubbing, you have to be impressed."

Webber said after the game that, although his knee is not 100
percent, there was very little pain or stiffness. He noted his
lateral movement on the defensive end is not yet where it should
be.

But on the opposite end of the floor, it was typical Webber. The
offense ran through him and, when he was not in the game, the Kings
struggled. With Webber on the bench, the Sixers outscored
Sacramento 49-40.

"I'm just amazed at him," Sacramento coach Rick Adelman said.
"The two games he's played, he's played at a very high level. He's
shot the ball well. Tonight, he had 10 assists. And I thought he
had a couple of huge plays around the basket when he got the
offensive boards."