🌻
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.

ref: https://vivek-singh.medium.com/system-design-cheat-sheet-318ba2e34723

本篇文章是一個筆記文，紀錄關於 System Design 路上常遇到的架構與元件，譬如
1. LoadBalancer
2. Caches
3. Queues
4. Configuration Service
5. API Gateway
6. Service Mesh
7. CDN
8. Cassandra
9. Snowflake
10. Numbers

每個概念都還會附上一些相關影片與文章，也因為是個筆記內容，因此每個元件的介紹都不會非常詳細，都是小小段落介紹每個元件的最基本概念。
譬如 LoadBalancer 的筆記有
1. L4/L7 兩種的差異
2. AWS 上 ELB/ALB/NLB 的三種差異
3. LB 的演算法， Round Robin,Weighted RR, Least Connection/Response Time/Resource based 等

Caches
1. 實作有 Memcached, Redis 等相關專案
2. 什麼時候會使用 Memcached:
a. 需求簡單，譬如單純 Key/Value 字串，可以輕易地透過調整 cores/threads 來調整效能。
b. Volatile，沒有儲存機制
c. 只有 LRU 的 Cache 演算法
d. Key 最多 250B, Value 最多 1MB
3. 什麼時候使用 Redis
a. 需要儲存 object，而非單純 string
b. 支援多種演算法
c. 支援 data store，可以達到 non-volatile 效果
d. 可以支援 Set/Hash/List/Sorted Set 不同型態

這類型的文章對於踏入 System Design 能夠提供一個簡易的入門介紹，先有哪些類別需要學習，再針對每個類別獨立學習也是一個不錯的學習路徑。

体にかける毛布を重くすると不眠症が改善するかもしれない(2020)
https://gigazine.net/news/20200924-weighted-branlets-help-sleep/

嗨大家好，歡迎來到我的yt channel!
這次帶來的是居家40分鐘阻力啞鈴臀腿訓練，含暖身以及伸展
強度比較適合中階 / 進階者，你會需要一條翹臀圈 以及 啞鈴 (兩支/一支都可以)
想要在家打造蜜桃臀的人，跟我一起練起來吧:)

Hello everyone, welcome to my yt channel
Today I'm showing you guys a 40 min banded DB booty workout, including warm-ups and stretching. This set is designed for intermediate/ advanced lifters.
You will need a resistance band and dumbbell. (2 or 1 dumbbell is either fine)
If you want to build a strong booty at home. Let's train with May!
.
正式組動作(共四個部分，每個部分X2次)
There are 4 sections. each sections do for 2 rounds.
.
啞鈴阻力深蹲 Dumbbell banded squat
前後腳單腳硬舉(右)B-stance single deadlift (right)
前後腳單腳硬舉(左)B-stance single deadlift (left)
坐姿開腿Seated abduction
前傾坐姿開腿Lean forward seated abduction

分腿蹲(右) Lunge (right)
後跨步蹲(右)Reverse lunge (right)
分腿蹲(左)Lunge (left)
後跨步蹲(左)reverse lunge (left)
啞鈴硬舉深蹲變化型DB deadlift into squat
窄站啞鈴深蹲停頓 Narrow stance squat pulses

啞鈴螃蟹走 Db crab walk
啞鈴深蹲停留 Banded squat hold
髖主導硬舉Banded hip dominant Deadlift
阻力恰恰(右)Banded cha cha (right)
阻力恰恰(左)Banded cha cha (left)

負重阻力臀橋 Weighted banded Glute bridge
負重阻力臀橋停留 Banded Glute bridge hold abduction
阻力單腳硬舉 (右)Banded Single leg thrust
阻力單腳硬舉 (左)Banded Single leg thrust
驢子踢腿 (右)Donkey kick (right)
小狗抬腳(右)Fire hydrant (right)
驢子踢腿 (左)Donkey kick (left)
小狗抬腳(左)Fire hydrant (left)
.
May Fit instagram ▶ https://www.instagram.com/may8572fit/
品牌Line官方帳號專屬ID： @mayufit ▶ https://lin.ee/tiQ1zgb
更多May Fit居家徒手/啞鈴訓練 ▶ https://www.youtube.com/playlist?list=PLol39BuP8rM-6l2PNZqXFETC6oCkjnXoi
健身初學女孩必看！人氣觀念影片▶ https://youtube.com/playlist?list=PLol39BuP8rM_llhEej42eRX9SnogqW8yz
.
Music by Chandler Juliet - This Ain't It (bitchdon'tbotherme) - https://thmatc.co/?l=B025161C
Music by Darrin Jones - Soulja - https://thmatc.co/?l=956CD9D0
Music by Dylan Rockoff - Magic - https://thmatc.co/?l=E4BD1411
Music by Fiji Blue - Outside - https://thmatc.co/?l=A4E1A05A
Music by Ookay - Not Again - https://thmatc.co/?l=1383866F
Music by SidKidd - Baggage - https://thmatc.co/?l=6F7810B1
Music by LEx Lidia - Diamond Girl - https://thmatc.co/?l=565D5E89
Music by S O U N D S - Don't Throw Our Love Away (feat. Martin Novales) - https://thmatc.co/?l=CCCA3991
Music by Davis Mallory - Ain't Afraid (feat. Luma) - https://thmatc.co/?l=BFE3A426
Music by Ollie Joseph - Ripped Up - https://thmatc.co/?l=680AB0C9
Music by Wade Graves - Yours Tonight - https://thmatc.co/?l=6AF07AFE
Music by Ollie Joseph - Dear You - https://thmatc.co/?l=F369ED41
Music by MYSM - Dreams - https://thmatc.co/?l=FF9196AB
Music by Mr. Chase - Pulse - https://thmatc.co/?l=CC38B20C

Aisho Nakajima “Needed” 
“Needed” on Spotify : https://open.spotify.com/artist/73TJEwnZTYd2p0qRbn2Pi3
“Needed” on Apple Music : https://music.apple.com/us/artist/aisho-nakajima/1503461433

MV credits
film director - MATHEUS KATAYAMA (W)
director of photography - Yuki Yamaguchi
assistant director - Yui Nogiwa
camera assistant - Ali Yokota
on-set photographer - Haruki Koyama
hair cut/colored - Ryo
hair & makeup - Aisho Nakajima
nails - Aisho Nakajima
wardrobe styling - Aisho Nakajima

Aisho’s Instagram : https://www.instagram.com/aishonakajima/?hl=en
Aisho’s Twitter : https://twitter.com/aishooo74?lang=en

‘Needed’
Written by Aisho Nakajima
Produced by ELI 
Recorded/ Mixed by Aisho Nakajima 
Mastering by Wax Alchemy 

Lyrics - 

“Want you”
Skin on skin on crescent moon 

I wanna hear you say “I love you”
Why is it so hard to say it, hard to play it

All the private shit I ask why 
Whole lot of complicated shit on ur mind 

“You can do you”
Needed that from you 

Why is everything so secretive 
My mind is always over weighted 

Tell me how u got me, got me, got me to 
Convince me that I’m crazy, crazy. 
Tell me how’s the view 
The walls you built around me
Tell me why don’t you love me 
I’m tired of the separation 
it’s time to have this conversation 
ohh

Traumatized, you just don’t know it 
All my issues, you still don’t get it 
Act like ain’t nothing wrong 
You made me feel I don’t belong 

Ashes, tragic, if you only took in action
Tired of crying
Tired of fighting 

Childish games 
But I always was the one to blame 
It wasn’t worth it 
U weren’t just messing around 

Whole lot of anxiety 
All I wanted was a family 

Years without you 
Been in my head since u left me 

Tell me how u got me, got me, got me to 
Convince me that im crazy, crazy. 
Tell me how’s the view 
The walls you built around me
Tell me why don’t you love me 
I’m tired of the separation 
it’s time to have this conversation

___________________________________________

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