🌻
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.

Look who's cooking lunch for us? Hee Muhammad's been eager to explain everything he learns, I'm most impressed with the words he's picking up. Major improvements and he's always asking for more English classes with Novakid. We've enrolled his sister too because she keeps asking to join him.
The lessons are interactive and just like talking to your friends, so they pick up faster. Don't forget to try out Novakid for your child!

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Fits of the week. ✨

Dear self, you are my home.

Our latest campaign of Dear Self, Season 2 emphasizes on the journey of us picking up pieces, hop on a car and ride on.

Just when you think life is already perfect as it is, you have your routines figured out, content af, but life decided to throw you a curveball, and have you deal with pretty unthinkable, life changing experiences. That’s because we have to grow, by overcoming these uncertainties and come out stronger ✨

Do, seek, chase what makes you whole. Your relationships don’t define you, your falls don’t define you, you get to choose what define you. Sometimes we picked the wrong thing to focus on but trust me, you will always find your way home.

Dear self, you are my home. Let’s protect our home. 🏡✨

朝倉さや「古今唄集～Future Trax BEST～」
■CD , Listen & DL
http://asakurasaya.com/kokinutashuu.html

■Listen & DL
https://album.link/Xs9qTqbMw8ZsP

■茶摘み唄 MUSIC VIDEO
https://youtu.be/IbLdOke5j6c

■茶摘み唄 アカペラ
https://youtu.be/teOmehz5dkc

- P L A Y L I S T -
Saya Asakura Live
https://www.youtube.com/playlist?list=PL1JtAjw_unMe8W-NLZztHUtOBNbU2R4O-
______________________________________________________
朝倉さや「茶摘み唄 Healing Music Trax」
Written by 静岡県民謡
Keyboard : 山岡恭子
Guitar : アオキサトシ
Live Recording : 河本徹
(TREASURE ISLAND CORPORATION)
All Other Instruments , Sound Mix : solaya
Movie : mahocast
https://www.mahocast.com/

2021.6.27 横浜ランドマークホール
メジャーデビュー記念
「皆と未来へ！ 朝倉さやコンサート」
〜みなとみらい駅下車、3分。感動、一生〜
______________________________________________________

| 朝倉さやProfile |
民謡日本一に2度輝き上京、「東京」でデビュー。
標準語、山形弁ver.共にAmazonデジタルランキング
1位、2位を独占。

名曲×山形弁をコンセプトとしたカバーアルバムでは
iTunes1位、また民謡と他ジャンルの音楽を融合させた
「River Boat Song Future Trax」では音楽業界初となる
インディーズから日本レコード大賞企画賞を受賞。

海外配信ではスペイン・タイ・台湾・オーストラリアで1位。
フランス・スウェーデン・インドネシアでもTOP5位圏内を記録している。

■朝倉さやOFFICIAL http://asakurasaya.com
■朝倉さやツイッター https://twitter.com/natsunoyama
■朝倉さやファンクラブ http://asakurasaya-fanclub.com

#朝倉さやMusicVideo
#朝倉さやLive

🗣️ 今天的影片是全英語發音，大家也可以順便練習聽力喔！

前幾天我從 獨立報The Independent 的一篇文章上看到「英國人的 50 個壞習慣」的討論，覺得非常有趣，今天我就來分享其中提到的英國人最惱人的 10 個壞習慣。

00:00 開頭
00:36 Comfort eating 安慰性進食
01:06 Swearing 罵髒話
01:46 Biting nails 咬指甲
02:21 Not doing exercise不愛運動
03:16 Procrastinating 拖延
04:07 Stressing about things 容易有壓力
04:35 Nose picking 挖鼻孔
05:07 Eating fast food 吃速食
05:37 Snoozing your alarm 把鬧鐘按掉
05:54 Too long scrolling through social media 整天滑手機瀏覽社交媒體
06:19 結尾

📃原文章 "Britons’ fifty most annoying habits" ► https://bit.ly/3Bm3qDs

📧合作相關訊息請郵寄至 info@susiewoo.com

🔔東西方表示尊重的文化差異 ► https://youtu.be/XlWZKPr6M8g

📌點擊了解更多 Susie 的英文線上課程 ► https://www.susiewoo.com
📌點擊加入 Susie 的線上英語課程訂閱計畫 ► https://www.susiewoo.com/zhtc-susie-subscription
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#英國人 #壞習慣 #十個

小林信一老師版本
本曲用了許多掃弦加點弦的技巧
一點點的Economy Picking
我選了Ibanez的JEM90HAM,BassWood的琴身搭上Ebony指板
各類吉他技巧教學歡迎與我聯絡
#線上吉他教學
#嘉義吉他教學
#高雄吉他教學
#AndyWuGuitar
https://www.facebook.com/AndyWuGuitarLesson/