🌻
美國聯準會（Fed）在美東時間22日下午2時（台灣23日凌晨2時）宣布利率維持在趨近零的水準，但暗示升息可能會比預期來得快一些，同時也大幅下修今年的經濟展望。

https://udn.com/news/story/6811/5764746

🌻Adobe(ADBE)電話會議內容讀後感

ADBE前兩天發表財報了.

這次ADBE在財報後下跌, 主要是兩個原因(如下). 不過個人覺得是瑕不掩瑜:
1. 因為之前已經漲了不少(投資人期望太高)
2. 因為Digital Marketing這部分的業務受到季節性的影響, 所以表現不是很突出(沒有比預期高出很多)
a. net new Digital Media ARR (3% beat vs guide, vs 15% beat in 2Q21 vs 35% beat in 3Q20).
b. 有分析師在問(“Maybe just -- can we double-click on the seasonality commentary in the quarter? Because if we look at the beat versus guidance on net new digital media ARR, it looks, at the same time you had the weakest beat, but then the strongest guide in the last three years, which kind of speaks to and confirm some of those seasonality comments that you made.)
i. 高層對此的回答是, 主要是疫情後, 加上正值夏季, 大家的日子回復到正常&放假外出, 所以這部分的業務有受到影響(I think going into the quarter, we had expected that the consumer with a little bit more return to normalcy as what's happening in the environment.)
ii. 高層又說了一些話, 不過重點就是他不認為這是甚麼大事”So, net-net, I would say that the growth prospects for that particular business and the growth drivers remain intact. But again, very much in line. And this is what we feel good about the insights that we're getting on the business.”
iii. 也提到, Q4通常會是digital marketing業務的旺季(表現會不俗的意思)

另外, 覺得這次令我印象深刻的是, 當高層與分析師提到這些事情:
• 常在一些公司的電話會議中提到omnichannel這個字(疫情後, 更明顯了). 這次高層也有提到. ADBE可說是omnichannel概念股:
o “I mean, a big part of that is more and more companies are thirdly doing the multi-channel omnichannel, whatever they want to call it. And I think that's only going to continue to be a driver of our Digital Experience Solutions. Because today that stable stakes and so we just look at it and say whether you're shopping in-store over they are shopping online. You need a solution that treats you like a customer that we know of.”
• 網路上影片(video)的興起, 以及串流影音, 有提高了Adobe的營收天花板(用句分析師的術語, 就是TAM (total addressable market) expansion.
• 當使用者製作了越來越多的內容, 內容管理(content management)的能力就越顯重要, 內容上的流程管理(workflow)也越顯重要. Adobe的產品能夠幫內容製作者解決這樣的問題.
• 而Adobe各產品間的相容性, 標準化, 整合能力, 是它的競爭優勢之一:
o And one of the things we did really well is what we called our named user deployment and how, you know, when we have these enterprise licensing agreements, we offer enterprises the ability to download and distribute within the companies. And the more we do training and evangelism of the products, that leads to adoption. So, I would say there's an element of standardization, there's an element of more content.

而最近ADBE有個新聞, 引起了我的注意, 就是它即將在自己的平台上, 提供付款服務(payment service). 根據之前研究SHOP的經驗, 這有可能會對股價造成一定的漲幅:
On Sept. 15, Adobe announced that it will add payment services to its e-commerce platform this year to help merchants accept credit cards and other ways of paying. The move will deepen Adobe's rivalry with e-commerce firm Shopify (SHOP).
For the service, Adobe has partnered with PayPal (PYPL), which will process a variety of payment types, including credit and debit cards as well as PayPal's own payment and buy-now-pay-later offerings.
https://www.investors.com/news/technology/adbe-stock-adobe-beats-fiscal-q3-targets/

接下來該怎麼辦? 對於基本面良好的公司如ADBE, 我能說的就是buy the dip(逢低買進)了. 供參.

🌻The Facebook Files
一個星期前, WSJ上面有個關於FB的大篇幅調查報導. 有興趣的可以看看.
The Facebook Files
https://www.wsj.com/articles/the-facebook-files-11631713039

這篇文章挺長, 也沒有看到華爾街中文版本的完整翻譯, 不過可以看看這篇:
https://on.wsj.com/2ZmFimp

"《華爾街日報》的相關調查顯示，這家社交媒體巨頭心知肚明，其平台會傷害用戶，而且是以該公司常常完全了解的方式造成傷害。目前，全球近半數人口都是Facebook旗下平台的用戶。其中一些證據尤其令人不安：據《華爾街日報》報導，Facebook的內部研究顯示，在報告稱有過自殺念頭的青少年中當中，有13%的英國用戶和6%的美國用戶把這種念頭歸結於Instagram。"

另一篇相關新聞:
https://www.thenewslens.com/article/156683

"《華爾街日報》於13日揭露Facebook的XCheck系統，也就是內部系統中的VIP名單，數百萬名人、政治人物與記者等知名公眾人物都在特別的一份「白名單」之內。"

"這些「貴賓」在社群上發布的內容可以躲過一般的審查系統，即使發布明顯的不當內容，也不會立即被刪除。《衛報》報導，Facebook的獨立監督委員會表示，在閱讀該篇報導後，決定要審查XCheck系統，並要求Facebook對其進行報告與解釋。"

🌻我喜歡的Apple TV影集, "Ted Lasso", 是這次艾美獎的大贏家, 很多主要演員都得獎了.

很高興這兩年, 因為有這部戲的陪伴, 讓我撐過了疫情, 家人離世, 以及一些烏煙瘴氣的事情.

前幾天看演員的得獎影片, 一位娛樂記者問得獎的男配角(也是編劇之一)說, 你覺得這部片的核心思想是甚麼. 他說, be curious, not judgemental.

就像得獎的女演員在劇中一開始是很鴨霸很壞心的球隊主人, 但這樣做是因為被前夫傷透了心, 所以想要弄垮離婚後分到的財產(也是前夫的最愛--球隊); 外表看起來永遠陽光燦爛做啦啦隊的男主角, 在青少年時父親自殺, 造成了他心裡永遠的痛&障礙(讓他在球賽時, 會有突發恐懼症).

我們每個人其實都有很多面, 很多個故事. 尤其在社群, 大家都是萍水相逢, 對彼此的了解都是非常片面的; 而有時候在社群裡, 看到有人會因為只看到一個面向, 就去下斷語. 這其實是人之常情很難避免, 所以我們需要常用第二層思考去提醒自己. 社群裡需要更多的同理心.

“Be curious, not judgmental” – Walt Whitman(惠特曼)(美國詩人)

Picture來源:
https://www.apple.com/newsroom/2021/09/apples-global-hit-comedy-series-ted-lasso-sweeps-the-2021-primetime-emmy-awards-scoring-history-making-win-for-outstanding-comedy-series/

Finalized！We named it " Starting Point Skatepark ”

板場的規劃定案了，我們暫定將其取名為Starting Point.中文是“起點”的意思。

它是我們幾個家庭下定決心讓孩子投入訓練後的第一個起始點，也是台灣第一個非公家且具規模的Park形式室內滑板訓練場的起點，我們期許這場地不僅能讓我們的孩子有更好的訓練，也希望能藉由這場地，能孕育出更多優秀的台灣滑板選手💪💪

Project with 滑雪兄妹Will&Hana Roska Lin

🌞I Will Be Your Sun🌞 一首為大休息而寫的詩
瑜珈教學是一門藝術，每個瑜珈老師依個人特色，營造出不同的氛圍；有時能激勵我們的練習，有時則是觸動內心最深的感動。 在國外上瑜珈課的時候，有聽過歌手瑜珈老師在大休息時唱歌，彈樂器，唱詩歌等等，常常令人感動落淚。 Dave Urislllo*1 是位詩人瑜珈老師。 為大家獻上這首他為大休息寫的詩 ( 中文翻譯在下方 看起來像似兩人在談話，但是其實是自己與自己的對話) :
***************
🌞成為你的太陽🌞

你背負著整個世界
整顆星球壓在你的肩膀上

也許你不知道， 但是我可以看到.

無論你在那，心中都扛著這個宇宙;
熱愛激情的生態系統,
兵荒馬亂的恐懼與憂鬱

幾百億活生生的想法，故事與歷練
組合成一個關於”你的“歷史故事

不管你去哪裡，我願成為你的太陽　
並不是要你　以我為中心的旋轉

而是

每當你靠近
我會盡全力
穩穩的　並且安靜的
把愛與善念的光
照耀在你的身上

***********
其實這是一首非常正念的詩， 講到了一個非常重要的正面冥想技巧， 正念冥想並沒有要去改變或者去壓抑心中浮起的任何情緒與想法 (例如: 心中如有傷心的念頭， 並不是利用一個正面的念頭來替換它 )。
而是我們透過平常心(equinimity)*2，像是溫暖的太陽，持續並且穩定的照向它。

註1:https://daveursillo.com/savasana-poems/

註2: https://www.facebook.com/notes/corey-the-man-yoga/%E6%AD%A3%E5%BF%B5%E5%9F%B9%E9%A4%8A%E7%9A%84%E4%B8%89%E7%A8%AE%E4%B8%BB%E8%A6%81%E8%83%BD%E5%8A%9B-%E6%AD%A3%E5%BF%B5%E7%90%86%E8%AB%96%E7%AF%87/2122095694549644/

🌊YogiOcean訓練🌊
🧘‍♂️台北200小時瑜珈師資說明會 (5/23 周末場)
https://www.facebook.com/events/384330582909665

🙏7月台北週末 （報名中)
https://www.facebook.com/events/1057069201425395/
🙏七月台北週間（報名中)
https://www.facebook.com/events/217393953175312

🚀火箭瑜珈(台北周末) 100小時師資訓練
https://www.facebook.com/events/3068529999897047/

🌞I Will Be Your Sun🌞

You carry a whole world with you.
A planet rests upon your shoulders.

You may not see it, but I do.

There is a Universe Within that you carry wherever you go.
Ecosystems of passion and romance. Warring nations of worry and fear.
A billion living ideas, stories and experiences that make up a whole history
named You.

Wherever you go, I promise to be your sun.
It’s not that your life revolves around me.

Think of it like this:
Whenever you come to me, I will do my best to be quiet and still
and shine nothing but kindness and light upon you.

– DAVE URSILLO, I AM WE: POEMS

9.24 於公廣金鐘入圍茶會演唱


🔸 中文字幕高畫質版：https://youtu.be/sur9pugrjVM
🔹英文字幕高畫質版：https://youtu.be/GyAPQEhBp7U



無垢鳥 (改編自客語童謠〈阿啾箭〉)
White Drongo ( Adapted from a Hakka nursery rhyme "Black Drongo" )

作詞改編：徐麗雯 Sub Author : Herb Hsu
作曲改編：蔣韜 Sub Composer : Jiang Tao
演唱：邱舒 Performer : Shu Chiu

文/徐麗雯 By Herb Hsu

〈無垢鳥〉的歌詞係由《維摩詰所說經·方便品》以及客語童謠〈阿啾箭〉所發想而成。
The lyrics are inspired by “The Vimalakirti Sutra” and the Hakka nursery rhyme “Black Drongo”.

阿啾箭為大卷尾的客語稱法，是地域性很強的鳥類，昔常見於農村牛背上；維摩的梵語是清淨、無垢的意思，結合以上二者，故曲名題為〈無垢鳥〉。
A black drongo is a highly territorial bird often seen resting on the back of a cow in the countryside. “Vima” in Sanskrit language means clean and pure, which is why the song is named “White Drongo”.

〈阿啾箭〉這首童謠使用在電影《光的孩子》的劇情關鍵處，藉由不同角色的無伴奏哼唱，前後串連出生命、情感的一脈相承。〈阿啾箭〉的童謠歌詞迴環反覆、直白簡要，指出無父無母的處境、追尋的失落，剛好扣合電影的角色際遇，也與《維摩詰所說經·方便品》的核心精神相呼應。
The Hakka nursery rhyme “Black Drongo” is used in an important part of the film “The Child of Light”. Hummed by different characters without the accompaniment, it expresses how our lives and feelings are interrelated. With the rotatory and straight forward lyrics, we know how it feels when you’ve lost your parents and try to find something but in vain, which is what the protagonist of the film has been through and in accordance with the core of “The Vimalakirti Sutra”.

〈無垢鳥〉歌詞以聚沫、泡、燄、幻、夢、影、浮雲、電等喻，示明無常的諦理；而〈阿啾箭〉童謠則提供了一個生活感的基底；兩者一虛一實，精神層面和現實景況交匯共振，成為了普世無盡的扣問。
A cluster of foam, a bubble, a flame, an illusion, a dream, a shadow, a cloud and lightning in the lyrics show us how transitory life is while the nursery rhyme “Black Drongo” itself describes an ordinary daily routine. The former is unreal while the later is real. When the spirituality meets the reality, endless questions arise ubiquitously.

〈無垢鳥〉是電影《光的孩子》的片尾曲。原初的構想是希望片尾曲能有不斷往前、往前，最後隨風消散的感覺，意圖在影片結束時，以對自然的感知、經文的無常空相，延擴至更超然的識界，並帶給人飛昇、療癒的力量。
“White Drongo” is the ending song of the film “The Child of Light”. The initial conception about ending song is to deliver the feelings of going forward and fading away eventually. We expect that the ending shows the sense to nature and the impermanence of sutra expending to the unlimited ambit, and also provides people the power of inspiration and mind-curing.



影片封面相片 / 楊鈺崑 攝影

失蹤少女原來是靈魂伴侶? The #Flash #閃電俠 (S6E12)分集點評|A Girl Named Sue #6X12
* 本片設有中文字幕
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[廢嗡10分鐘] https://bit.ly/2HYZ4Ik

[煲劇雜碎] https://goo.gl/xFjAVZ

更多DC漫畫改編電視劇影片可參看以下影片列表:
DC漫畫 電影/電視劇集: https://goo.gl/rp8FYl

更多Marvel漫畫改編電視劇影片可參看以下影片列表:
Marvel 漫畫改編電影/電視劇集: https://goo.gl/9I50qz

更多-歐美劇集介紹影片可參看以下影片列表:
煲劇指南-背景介紹/簡評(無劇透): https://goo.gl/WZx5TX
=======================================
Facebook https://www.facebook.com/LiteralNothing/

Final Fantasy VII takes place on a world referred to in-game as the "Planet", though it has been retroactively named "Gaia". The planet's lifeforce, called the Lifestream, is a flow of spiritual energy that gives life to everything on the Planet. Its processed form is known as "Mako".During Final Fantasy VII, the Planet's Lifestream is being drained for energy by the Shinra Electric Power Company, a world-dominating megacorporation headquartered in the city of Midgar...

遊戲以克勞德·史特萊夫被生態恐怖主義組織「雪崩」雇為傭兵，破壞「神羅公司」羅統治城市米德加周圍的魔晃爐開始。「雪崩」首領巴雷特·華萊士認為，在讓魔晃在爐中反應會消耗星球的生命，所以神羅的魔晃爐會殺死星球。克勞德孩童時的夥伴蒂法也加入了組織。雖然雪崩第一個任務成功了，但在隨後破壞第二個魔晃爐時中了埋伏，克勞德掉落到米德加貧民窟。他見到了在隨雪崩完成首個任務後，曾遇見的賣花女艾麗絲...

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