Who says suits don’t go well with G-shocks?

@gshock_hongkong
@bangbang.com.hk
#suit #mensstyle #gshock #watch #dapper #sprezzatura #wristporn

It’s the best time to visit Trick or Thrills at Universal Studios Singapore this Halloween because the monsters come can’t near you… erm, cos #socialdistancing 😅😅😅

And yes, Halloween Horror Nights returns to USS too!!! Well, sort of. After going on a break last year, #HHN comes back in an exhibition format where visitors gets to go behind the scenes and learn what goes into the making of the biggest Halloween event in Southeast Asia.

So no need to worry creepy-scares or jump-shocks because there are only frightening icons & scary props to view… which probably explains why Ale was game enough to enter! 😆 Some parts were still scary for her though, but we all made it through!!!

Want to make your admission ticket more worthwhile? Visit on Fridays or Saturdays because that’s when USS closes at 10pm. You’ll get to venture into Universal Monsters Scream Alley after dark where Frankenstein, the Bride of Frankenstein, Dracula and the Wolfman, lie in wait. Nothing too terrifying and good for selfies. 😁

As for the little ones, there are Halloween Character Meet & Greets… along with hunting for treats where kids can pick up candy treats!

*HHN Exhibition and Scream Alley are included in the admission ticket.

Resorts World Sentosa

🌻美國生活

越接近八月底, 早晚的溫差越來越大了. 現在到了晚上, 要穿上長袖長褲, 才覺得保暖. 而空氣也跟夏季的感覺起來不同了. 不那麼潮濕, 而有著較爽脆的感覺(英文是用crisp air來形容).

秋天也是菊花的季節. 超市也開始賣起了菊花. 各種顏色的菊花, 大大小小, 排在一起挺漂亮(照片1-3).

🌻疫情受惠科技成長股Zoom(ZM), Crowdstrike(CRWD)昨天跟今天發表財報了. 還是脫離不了魔咒(就是跌).

ZM還沒看. 不過稍微看了CRWD一下. Loss from operations有增加; 有提高全年度的財測. 有空的話, 會在另外一篇寫一下CRWD.

🌻前一陣子一家專門販售燕麥奶(oat milk)的公司, Oatly(OTLY)上市了.

上週去買菜的時候看到, 有好多種oat milk上架. 這還不是在Walmart(覆蓋範圍較大的連鎖超市). 請見第四張照片.

挑股時, 要常問自己的一句話就是, 一家公司的競爭優勢在哪裡.

競爭優勢:
https://wiki.mbalib.com/zh-tw/%E7%AB%9E%E4%BA%89%E4%BC%98%E5%8A%BF

🌻本周做的功課與閱讀

--目前的幾個危機與轉機
1. 西部港口又塞住了-->影響到供應鏈-->影響到零售業&年底購物季? 實體商品也會有cost pressure
2. Delta variant-->九月開學, 回去上班-->九月中疫情再惡化? 是否會影響到股市? 是否會影響到labor market? 九月後trading volume也會增加.
3. 失業救濟將於九月結束;九月學校開學, 家長回去上班-->會壓抑薪資的上漲-->舒緩通膨壓力

--關於大盤
The fact that the selloff petered out so quickly only increases the odds that the next one, whenever it arrives, could be even more violent. “The selloff has come and gone, and equities back at new highs will merely encourage more of the investor behavior that historically precedes larger fragility shocks,” Asis explains.

幾個可以注意的時間點:
9月初: ADP, 非農
9月初~9月中: 持續關注疫情相關新聞
09/21-22: Fed meeting
09/27前: 基建案相關新聞

--投資idea

全世界現在風不調雨不順. 一個氣候變遷的投資題材, 就是水資源了 (怎麼沒想到, 水也是原物料(commodity)的一種.)

Water Is Getting More Expensive. That’s an Opportunity.

At least 50% of the stocks listed in each of the four major U.S. stock indexes are in industries with medium-to-high water risk, according to an analysis by Ceres, says James.

RBC’s investment framework for water focuses on the names at the “higher end” of what it calls the “water valuation continuum.” Those include firms that have “more embedded water technology” such as Xylem (XYL), Evoqua Water Technologies ( AQUA ), Danaher (DHR), and Mueller Water Products (MWA), Dray says.

相關ETF有PIO, PHO.

其他細節:
https://makingsenseofusastocks.blogspot.com/2021/08/blog-post_31.html

🌻名人勵志話語

愛因斯坦：不是因為我有多聰明，而是我和問題相處比較久
It's not that I'm so smart; it's just that I stay with problems longer.

在某種程度上而言, 投資是極為需要耐心的一種活動. 常常有些答案, 不是找不到, 而是自己有沒有耐心與用心. 這跟聰不聰明其實沒有關係.

照片來源: http://swedenborgstudy.org/1039.html

?? While exploring Hai Phong for the last few days, I happened to notice one special Chinese restaurant called "大姐水饺“ - Big Sister Dumpings - written in giant Chinese characters. I was somewhat skeptical. I've had a lot of Chinese food in Vietnam, and it's often a big letdown. Still, I wanted to give it a try. Little did I know I'd end up finding the best, most authentic northeastern (东北) Chinese food I've ever had outside of China. Not only that, I got to speak in Mandarin with the staff there - some Vietnamese, some Chinese. They shocked me even more when they switched to English and started talking. This may have been the most linguistically-diverse restaurant I've ever visited in northern Vietnam. A fun one for sure. Hope you enjoy!

The address of the restaurant is: 12 Văn Cao, Đằng Giang, Ngô Quyền, Hải Phòng, Vietnam. Definitely visit if you're in Hai Phong!

Check out Max's new channel here: https://www.youtube.com/channel/UCS0tiaCChXRF_XpU5TmlWSQ

Subtitles made and translated by the awesome Loan. Check out her drawings on Instagram: https://www.instagram.com/lucielittlethings/
Il------------------------------------------
Updates from the road:
► Instagram: https://www.instagram.com/chrismixlewis/
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#Vietnam

Go to https://buyraycon.com/xiaomanyc for 15% off your order! Brought to you by Raycon. I’ve always wanted to learn a Native American language, but it’s been extremely difficult to find anyone with whom I could learn as most indigenous American languages are considered critically endangered or extinct. So a couple months ago I was extremely excited to get in touch with someone who could teach me Navajo, the original language of the Navajo people who live mostly in the Navajo Nation located in Arizona, New Mexico, and Utah. Less than 200,000 people speak Navajo in the entire world. Navajo is hands down the hardest language I’ve ever studied, with extremely challenging pronunciation and one of the most complex grammatical systems of any extant language. It’s so complex that the language was used by the Navajo code talkers as the basis for a secret communication system during World War II.

But even though many young people no longer speak the language, the older generation often still does, and so after a month of studying the language and me and my crew’s COVID vaccinations we flew out to New Mexico to find locals to practice with. Thanks to Raycon for sponsoring this video and I’ll be donating 100% of the sponsorship profits to NavajoStrong, a nonprofit which supports the Navajo community. If you would like to find out more about or donate to NavajoStrong, you can find them at: https://www.navajostrong.org/

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[BREAKING] Jay Williams SHOCKS Steph Curry (41-pt) outduels Zion (32-pt); Warriors destroys Pelicans