🌻上周六的估值會議影片, 已經將part 1上傳至YouTube. 股友分享的case study之後會再分享:
https://www.youtube.com/watch?v=qvSFMAKkOo8

謝謝參與的股友們!

🌻整理了一下最近的一些市場狀態(from WSJ):

1. S&P 500很安靜; 從去年10月後, 就沒有超過5%的修正.
(上次SPY那麼安靜, 是在2017時(那時候的安靜期也比現在長), 接下來在2018就有一個劇烈的修正).

2. Russell 2000盤整了一段時間
-->有可能是之前漲多了(或是投資人在觀望經濟前景?); 財報好的話, 或許能繼續推升(the outsize earnings growth by small-caps is expected to continue throughout the year, with Russell 2000 profits projected to more than quadruple (四倍) from a year earlier in the third quarter, while S&P 500 earnings rise above 25%).

The Russell 2000 traded at the end of June at 17.7 times its projected earnings over the next 12 months, compared with 21.5 times for the Russell 1000 large-cap index, according to BofA Global Research.

Analysts at RBC Capital Markets said in a recent research report that small-cap stocks have tended to outperform large-caps when economic growth is above its long-term average. That is expected to be the case this year and next, but potentially not in 2023, they wrote.

“Small-caps being more sensitive to economic acceleration, as that slows down, I think the relative attractiveness of small-caps will subside a little bit,” said David Joy, chief market strategist at Ameriprise Financial Inc.

https://www.wsj.com/articles/small-stocks-look-to-extend-winning-streak-11625650200

3. TINA(there is no alternative to stocks)
因為低利率以及紓困案, 資金充裕, 跑到股市, 但因投資人對經濟前景的不確定性(可能也加上散戶投資人資金充沛), 導致類股輪動劇烈(sharp & swift), 也導致成長股與價值股的正相關性變低(近期兩者是同時在漲)(“You’ve got lots of volatility within the market buy not a lot of volatility of the market.”)

4. 而上周的Fed會議紀錄, 也顯示出官員們開始debate何時要做資金退場的動作.

Fed的動作, 以及接下來的財報季, 會給投資人一個方向. 也要注意labor market(“It hasn’t made enough progress” for the Fed to pull back on stimulus programs”).

5. 目前的一些問題: Delta variant, labor shortage, bottleneck(供應鏈), etc.

🌻Q3的財報季要開始了. 本周由銀行股打頭陣. 附上本周發表公司財報一覽表.

🌻有不少年輕世代, 會利用交友軟體, 來找普通朋友, 不是用軟體來找對象.

In a recent survey of more than 300 members of Generation Z aged 16 to 24 in the U.S., 35% said they have used dating apps to make platonic friends over the past 12 months, according to OnePulse, a consumer insight app and web portal, which conducted the poll for The Wall Street Journal. Nearly 27% said they used dating apps to make friends because they were lonely in lockdown. More women than men—39% vs. 29%—said they used dating apps to make platonic friends.

Looking for a Friend Without Benefits? Try Match, Bumble and Tinder.
https://www.wsj.com/articles/looking-for-a-friend-without-benefits-try-match-bumble-and-tinder-11625675336

Picture: Feeling agitated. 被關了一年多, 其實最想去的地方之一, 是美術館, 或是博物館. 在YouTube上看影片的感覺, 就是跟現場親臨不一樣. Anyway. 從今天開始, 我會把之前從museums拍到的一些照片在這邊分享. 也算是做個回憶. 下面這張是Washington D.C.的National Art Gallery所珍藏的Magnolia: https://www.nga.gov/collection/art-object-page.93464.html

[Gender Fluidity]

I’ve always believed that gender exists on a spectrum, and gender expression can be a lot more dynamic than most think. Such freedom of fluid expression is a right for all, regardless of the identity assigned based on biological traits at birth.

I’ve been studying about feminine and masculine energy. Not gonna lie...in the beginning I couldn’t help but wonder if some sexist person created this as a game of stereotypes. Yet I have learned so much about myself in the process of exploring the balance of such energies in my relationships.

During past crises I tended to rely on myself so much that I have lost that intimate connection with my heart. It was almost like, survival depended on shutting down emotions that would make me “weak” when things were tough. When I got hurt by people, I’d try to forgive so quickly that I forgot to tend to my own wounds. Over the past years, my parents would constantly check in on me, reminding me to “ask for financial support” when things got rough. Yet I’ve almost always toughed things out myself because I didn’t want anyone to worry about me.

It was only during recent times that I learned to express deeper feelings more honestly, and my “feminine” side came into play.

This was when I started to lean back, relax a little, and let things unfold on their own. I appreciated relationships that happened organically without crazy games of pushing or pulling. I began to move with the flow of life, and got more in touch with my internal being. It became easier to connect with people on a deeper level without being afraid of getting hurt. At the end of the day, you can’t make a genuine connection with someone else, unless you accept and connect with yourself.

My point is, we all have masculine and feminine sides. It is okay for a girl to be tough, or not. It is also okay for a guy to be weak, or not. How we express ourselves and whom we love should be completely up to our own choice. Who cares about the approval from another human being?

Hope you all have a happy week ahead and don’t forget to take good care of yourself! ☕️

Hair by Jeff
Makeup by @hana.makeup.hk @hana.ho
Dress @rdm_store

Wait for the Right Time

“He restored the chief cup bearer to his position again, and he gave the cup into Pharaoh’s hand; but he hanged the chief baker, as Joseph had interpreted to them. Yet the chief cup bearer didn’t remember Joseph, but forgot him.” (Genesis‬ ‭40:21-23‬ ‭WEB‬‬)

We all want our season of promotion and blessedness to come immediately. However, before that season, there is usually a quiet one of preparation.

In Joseph’s life, he was in prison for a crime he did not commit. After interpreting the dreams of two royal subjects, Joseph told them to remember him before Pharaoh, but the chief butler forgot about Joseph.

Just like that, two years went by. Can you imagine how disappointed Joseph must have felt? He might have thought, “Am I ever getting out of this prison, or will I spend my whole life in here?”

You may be feeling the same way. Your circumstances may be like a prison whereby you are existing, but not truly living the “life more abundantly” that Jesus died for you to have.

For a person who has a sickness, the abundant life would look like a healthy body that can do anything without feeling weakness or pain.

For a person who is lonely, the abundant life would look like having a spouse that he can share his life with.

For a person who is poor and in debt, the abundant life would look like having all debts paid and having more than enough savings to even be a blessing to others.

Was Joseph destined to stay in prison for the rest of his life? Let’s read the story:

“At the end of two full years, Pharaoh dreamed: and behold, he stood by the river...In the morning, his spirit was troubled, and he sent and called for all of Egypt’s magicians and wise men. Pharaoh told them his dreams, but there was no one who could interpret them to Pharaoh. Then the chief cup bearer spoke to Pharaoh, saying, “I remember my faults today. Pharaoh was angry with his servants, and put me in custody in the house of the captain of the guard, me and the chief baker. We dreamed a dream in one night, I and he. We dreamed each man according to the interpretation of his dream. There was with us there a young man, a Hebrew, servant to the captain of the guard, and we told him, and he interpreted to us our dreams. To each man according to his dream he interpreted. As he interpreted to us, so it was. He restored me to my office, and he hanged him.” Then Pharaoh sent and called Joseph, and they brought him hastily out of the dungeon. He shaved himself, changed his clothing, and came in to Pharaoh. Pharaoh said to Joseph, “I have dreamed a dream, and there is no one who can interpret it. I have heard it said of you, that when you hear a dream you can interpret it.” Joseph answered Pharaoh, saying, “It isn’t in me. God will give Pharaoh an answer of peace.”” ;‭‭Genesis‬ ‭41:1, 8-16‬ ‭WEB‬‬)

So two years after interpreting the chief butler’s dream, Joseph was freed from prison and brought before Pharaoh.

The moment of Pharaoh having the two prophetic dreams signaled God’s appointed time for Joseph’s deliverance. Those two dreams were Joseph’s door of hope in the midst of his trouble. The gift of interpreting dreams was the key in Joseph’s hand.

But why did God take so long before freeing Joseph? Technically, He could have given the dream to Pharaoh earlier than that.

“But Yahweh was with Joseph, and showed kindness to him, and gave him favor in the sight of the keeper of the prison. The keeper of the prison committed to Joseph’s hand all the prisoners who were in the prison. Whatever they did there, he was responsible for it. The keeper of the prison didn’t look after anything that was under his hand, because Yahweh was with him; and that which he did, Yahweh made it prosper.” (Genesis‬ ‭39:21-23‬ ‭WEB‬‬)

In the prison, Joseph was put in charge of the other prisoners—it was a leadership role. During this time of quiet, mundane, routine living, God was sculpting Joseph into a man fit to be the prime minister of Egypt, to lead the whole nation of Egypt.

Perhaps you are also in a season of quiet preparation. Your talents are unknown to the world, but God is training you for the larger role He has prepared for you—your eventual destiny.

Many heroes in the Bible went through a quiet season like that: Moses tended sheep in the land of Midian before he was sent to deliver the children of Israel from Egypt. David shepherded his father’s sheep and killed a lion and a bear before he had the opportunity to fight Goliath. Gideon was a coward before God called him and turned him into a valiant hero who routed the Midianites with just three hundred men. Jesus spent thirty years in obscurity, being in close communion with the Father until it was time to begin His public ministry.

If the chief butler had told Pharaoh about Joseph any earlier, Pharaoh would have just brushed it aside. The dreams had to come first.

While you are waiting, God has already prepared the equivalent of Pharaoh’s dream to take you to a higher level at the right time. Waiting time with God is not wasted time. He is training you every day, little by little—with each Scripture, each prayer, each interaction with others, and each challenge that you overcome through faith.

If you are feeling delayed, just like Joseph was for two years in the prison, remember that delay is not denial! God is still sculpting you, and when you are ready, He will display His masterpiece for all to see.

“God’s Appointed Time: How to Be Fruitful in Every Season of Life” is the revelation that every Christian needs. It will cause you to be full of peace and joy, even as you wait for the appointed time of your breakthrough. Put an end to every frustration and learn to flow with God’s system of times and seasons for restful increase by His grace: https://bit.ly/god-appointed-time

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để ủng hộ anh bạn già có động lực làm tiếp các video sau nhé!
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© Bản quyền thuộc về Ăn Sập Sài Gòn
© Copyright by Ăn Sập Sài Gòn ☞ Do not Reup

Sony MASTER Series Z9F LED 4K HDR 電視系列可謂一個全攻型電視型號，新追加的 LED 畫質優化功能有「X-Wide Angle」、高明暗對比技術「X-tended Dynamic Range PRO」及零殘影技術「X-Motion Clarity」等。再加埋「Netflix 校準模式」及「 CalMAN 色彩修訂」兩項功能, 就由小瑟同大家分享一下試感啦!

圖文報道 : https://post76.hk/news/2019/01/sony-master-series-4k-hdr-led-z9f/

討論區帖子 : https://post76.hk/thread-286261-1-1.html

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【★家庭影院討論區★】
https://post76.hk/forum-5-1.html

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看完片支持我們一下點按"搶先看"/"訂閱"呀!!
我們的網站 : https://post76.hk

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#Post76玩樂網 #SONY4KHDRTV #電視評測

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*更多科技狗 3C 開箱 ：http://bit.ly/2xIbYZ9

上次我們介紹了苦主 Eason 買的 SONY 55A1 OLED 4K 電視，這次他不信邪，又買了一台 LED 旗艦 65Z9D ，結果又弄破了。=_=

到底所謂 LED 4K HDR 電視，裡面包含索尼多少的科技成分與技術涵養呢？本次就讓我們一起來開箱這台具備 Master 大師等級的 65Z9D 吧！

採用 Android TV 系統，包含各項技術加持：
4K HDR X1 Extreme 影像處理器
Blacklighting Master Drive 光學 LED 設計
X-tended Dynamic Range Pro 背光技術
Loacal Dimming 分區背光技術
Motionflow XR 1440 極瞬流線影像
Dual Database Processing 雙影像資料庫
TRILUMINOS Display 原色顯示


若你有任何關於 SONY Z9D 的看法，歡迎留言與我們討論。
官方資訊：
https://www.sony.com.tw/zh/electronics/televisions/z9d-series

SONY 55A1 開箱體驗：
https://youtu.be/xgN4KoxrSuo

＝＝
科技狗 3C Dog 的播放分類清單：

*詳細評測 ：http://bit.ly/2xF87fm
*開箱上手 ：http://bit.ly/2xIbYZ9
*使用技巧 ：http://bit.ly/2xKyrVG
*實地探訪 ：http://bit.ly/2Js0sXr

#SONY #4K #Z9D #科技狗開箱 #LED

如果喜歡我們的影片，想看到更多 3C 開箱、評測，與使用技巧；歡迎訂閱我們並按下小鈴鐺接收通知！

科技狗 3C Dog 的粉絲專頁： https://www.facebook.com/3cdog/
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