🌻
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/

電影《沙丘瀚戰》評價兩極，我沒有閱讀過原著小說，完全是一張白紙的狀態入場觀看，說不上很喜歡，但如果推出續集的話是一定願意入場的，畢竟Part One只是序章，用了不少篇幅去建構架空而龐大的迷人世界觀，不至於複雜到難以消化，只是剛步出新手村因此還未沉迷到通宵解任務的地步，不過絕對願意課金買個新手包上路的那種程度。


我比較想談談的是導演Denis Villeneuve最近批評Marvel電影公式化，只是不斷的複製和貼上：

There are too many Marvel movies that are nothing more than a cut and paste of others. Perhaps these types of movies have turned us into zombies a bit.


我不認為Denis Villeneuve是單純的吃不到的葡萄是酸的，他的Arrival是我非常喜歡的作品，看過電影之後還特意去找姜峯楠的原著來讀，也因此更加佩服Denis Villeneuve的能耐。


Arrival的原著《妳一生的預言》算是較難改編成電影的小說，一來它是篇幅只有不到90頁的短篇故事，要擴展成兩小時的電影就需要相當大程度地改寫，二來小說採非線性敘事方式，第一與第二人稱不斷交插敘述，是本像詩篇一樣的科幻小說，但Arrival不止補完小說省去的部分，變成一個結構更完整的故事，也成功用影像呈現出小說溫柔而哀傷的調子。加上《沙丘》也是被稱為史上最難改編的小說，這兩部作品也並非copy and paste可以了事，因此Denis Villeneuve確實一而再地證明了他的才華，也許他的確有批評的資格。


不過有資格去批評，也不代表一定要直斥。


Denis Villeneuve不齒的Marvel曾經瀕臨破產，而其中一個挽狂瀾於既倒的人是在Iron Man飾演Happy的Jon Favreau。


Jon Favreau作為Iron Man的導演，力薦當時因吸毒而事業低迷的Robert Downey Jr.擔綱男主角，結果為Marvel殺出一條血路，也為The Infinity Saga揭開序幕。


Jon Favreau如今沒有再執導Marvel電影，他在Netflix上有一個烹飪節目叫The Chef Show，每集到不同地方邀請名人或廚師一邊煮食一邊聊天，美食固然是賣點，但Jon和每集嘉賓流露的創作甚至人生態度才是這個節目最值得一看的地方。例如其中一集緬懷首位憑食評獲得普立茲獎的傳奇美食評論家Jonathan Gold，Jon回想自己在籌備電影Chef之前曾經拜訪過他，當時Jonathan Gold說了一番頗有意思的話。


Jonathan Gold說他常常到沒有名聲的小餐廳，如果他不喜歡那裡的菜式，他從來不會公開批評一句，因為他不想傷害那些還在努力當中的小店，他之所以比較喜歡幫助一些有潛力的好餐廳吸引更多人注意，全因為「He knew what his spotlight would do」。


當然了，Marvel不是小店，不會因為一句批評就倒下，不過當一個人愈是有能力，說話愈是有份量，那就更加應該謹言慎行，讓自己的影響力發揮正面作用，或者比張口批評來得更有意思。


Marvel的確有些爆谷電影，但優秀的作品也有不少，不說鋪排了十一年的Endgame，就算是我早幾天翻看的Doctor Strange，說的是一個自負好勝的smart ass，在最後甘願放下自我用「不斷輸」的方式來救世，也是相當可敬的不是嗎？


最後，Doctor Strange的導演也retweet了自己以前一則Tweet作為對Denis Villeneuve的回應：

As a director I don’t slag on the work of other directors even when I don’t like something they’ve made. This job is hard enough for all of us, and nobody ever sets out to make a bad movie.

============================⠀⠀
如有興趣看更多小說及文章請訂閱Patreon：
https://www.patreon.com/chanfan
⠀⠀ ⠀⠀
FB：陳煩
IG：annoyingchan

這是我在台灣拍的第一部偶像劇的首映記者會！當時我朋友在台下幫我拍的照片,他昨晚突然間把這些照片寄給我看,然後他跟我講了一句,他說你看你以前年輕時真的長得很帥很行！那意思就是什麼意思呢？就是說我現在就还可以而已的意思嗎？

我看了這個照片我個人眼前一亮,自己也覺得我以前真的還蠻行的,如果我繼續拍戲我不轉型當主持和電台主持繼續拍戲,那今天可能在戲劇圈方面會有更好的成就！這只是一個假設性的想法而已也是個開玩笑,大家別太認真喔！

This is the premiere press conference of the first idol drama I filmed in Taiwan! At that time, my friend took the photos for me in the audience. He suddenly sent these photos to me last night, and then he told me that he said you looked really handsome when you were young! What does that mean? Does it mean that different much in now? Haha....

When I saw this photo, I personally shined. I also think that I was really look good when I was young.
If I continue to film and I don't change to become a host and a radio host to continue filming, then today may be better in the theater circle. Achievement! This is just a hypothetical idea and it's also a joke, don't take it too seriously!

本年度最陽剛又最性感的MV就是Lil Nas X了😆
喜歡的話記得留言讓我知道，也別忘了訂閱我的頻道和開啟通知哦！
Hey all!
Make sure to leave a comment to show love, and don’t forget to LIKE, SHARE, and SUBSCRIBE to my channel and RING THE BELL so you don’t miss anything from me.
-TERI xx


【完整翻譯】Lil Nas X & Jack Harlow - Industry Baby

Baby back, couple racksCouple Grammys on him, couple plaquesThat's a fact, throw it backThrow it back
我回來了 帶著滿架子的獎牌
葛萊美拿了好幾座 白金唱片得了一堆
這一切鐵證如山
所以趕快轉過去熱舞來討好我
And this one is for the championsI ain't lost since I beganFunny how you said it was the endThen I went did it again
這是獻給稱霸的冠軍
踏上路以來 我從來就未曾迷失
你不覺得好笑嗎？ 酸民說我玩完了
但我回來了 又大獲全勝

I told you long ago on the roadI got what they waiting for
I don't run from nothing, dogGet your soldiers, tell 'em I ain't layin' low
早在那條老街上 我就說了吧
我有大家引頸期盼的東西
我可不會隨便逃跑
所以告訴你的大軍 我沒有要低調引退的意思
You was never really rooting for me anywayWhen I'm back up at the top, I wanna hear you sayHe don't run from nothin', dogGet your soldiers, tell 'em that the break is over
反正你也從來沒喜歡過我
當我重返榮耀 我要聽到你說
「他不會輕易離場」
所以集結你的大軍 告訴他們休息時間結束了

Need to get this album doneNeed a couple number onеsNeed a plaque on every song
Need mе like one with Nicki now
我得把這張專輯完成
我得再拿下幾座冠軍
我要每一首歌都有白金獎牌
我要和Nicki一起站上高峰
Tell a rap nigga I don't see yaI'm a pop nigga like Bieber
I don't fuck bitches, I'm queer
But these niggas bitches like Madea
告訴嘻哈饒舌仔 我眼裡根本沒有你
我就像小賈斯汀一樣 流行到爆
妹子？我沒興趣 我是酷兒
你們這些酸民就像個老媽子一樣

let's do it
I ain't fall off, I just ain't release my new shit
I blew up, now everybody tryna sue me
You call me Nas, but the hood call me Doobie
開工吧
我沒有跌落神壇 我只是新歌還沒發
我一夕爆紅 現在每個人都想告我
你們叫我Nas 但我家鄉的人叫我Doobie

[Jack Harlow]
My track record so clean, they couldn't wait to just bash meI must be gettin' too flashy, y'all shouldn't have let the world gas me
我沒拿什麼獎 他們等不及就說我沒實力
我肯定是太招搖了 你們不該讓全世界噴爆我
It's too late 'cause I'm here to stay and these girls know that I'm nastyI sent her back to her boyfriend with my handprint on her ass cheek
太遲了 因為老子我已經要在這裡待下
妹子們都愛我
讓我在她的翹臀上留下紅紅的掌印
再回去找她男朋友

City talkin', we takin' notesTell 'em all to keep makin' postsWish he could, but he can't get close
OG so proud of me that he chokin' up while he makin' toasts
I'm the type that you can't control, said I would, then I made it so
謠言四起 我們做著筆記
告訴大家繼續po文吧
他只是羨慕 但他永遠趕不上我
嘻哈大老們為我驕傲 他敬酒的時候還在哽咽
我完全不受控 我就是說到做到

I don't clear up rumors, where's y'all sense of humor?
I'm done makin' jokes 'cause they got old like baby boomers
Turned my haters to consumers, I make vets feel like they juniors
Say your time is comin' soon, but just like Oklahoma
我從來沒在闢謠的 你們難道都沒幽默感嗎
我也不想在開玩笑了 不然怎麼講都是老梗
把我的酸民變粉絲 讓老兵變年輕
你說你的時代已經要來了
Mine is comin' sooner, I'm just a late bloomerI didn't peak in high school, I'm still out here gettin' cuter
All these social networks and computersGot these pussies walkin' 'round like they ain't losers
但我的時代來的更快 我是大器晚成
我在高中不受歡迎 但現在我越來越討喜
這些鍵盤戰士 總是故意說著妹子怎樣 顯得自己比較不魯

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0:00 歌曲背景
3:59 歌詞解析
11:34 Industry Plants爭議
13:59 總結

歡迎光臨~我是樂筆！

我有一個單身27年的朋友，每天嚷嚷著想結婚，但既然這麼想結婚，為什麼從來沒交過女朋友呢？這天終於邀請他來上節目分享這些年間他是如何保守自己、預備自己、認識自己的～(但真心祝福幼稚的他可以變得符合實際年齡些)

你怎麼看待單身呢？會不會有點害怕、有點著急？有時候覺得自由自在，但有時候又忍不住懷疑自己的價值？單身不代表你不好，只是屬於你的季節尚未到來，不論單身或進入關係，你永遠值得被愛！趁著單身，趕快KO人生的各樣待辦事項，修正自己生命的bug！願每個人都成熟的進到關係中，成為祝福並且建立美好的家庭。

最後，跟聽眾說聲抱歉！不好意思我們平常太熟所以節目裡面講太多幹話，非常很努力才把它們修掉，所以時長只剩下30分鐘😂😂😂

註：基督徒數據王們應該有發現老易說撒拉99歲生以撒，是錯的！以撒在撒拉90歲、亞伯拉罕100歲時出生！這段老易口誤，懇請他的組員、朋友、粉絲(？)與未來老婆不要懷疑他的專業度(嗯，我被逼迫加上這段)。

創世紀17:19你妻子撒拉要給你生一個兒子，你要給他起名叫以撒，我要與他堅定所立的約，作他後裔永遠的約。

Welcome to Sunlight!
My friend, single for 27 years, is always yelling that he wants to get married. Why he never gets a girlfriend although he wants to get married? Finally I ask him to share how he keeps himself, prepares himself and knows himself these years~(Wish him meets the actual age)
What do you think about singledom? Are you a little afraid of or anxious? Sometimes you feel free but sometimes feel worthless? Being single doesn’t mean you’re not good enough, instead, meaning that it’s not quite ready yet. No matter you’re single or not, you’re always worthy of love! Get your to-do list down ASAP when you’re single, and “debug” your life! Hope you guys become mature first and then take off the single, bless others and found families.
Lastly, I’m sorry! Because we’re so familiar that we talk trash too much. I’m trying hard to delete so there are only 30 minutes left in the episode. 😂😂😂
Note: If you’re Christians, you may find that Ethan is wrong for saying “Sarah bore Isaac when she was 99 years old.” Isaac was born when Sarah was 90 years old and Abraham was 100 years old. It’s a slip of the tongue. Hope his group members, friends, fans(?) and the wife in the future believe his professionalism(Well, I’m forced to add it.)
Genesis 17:19 King James Bible
And God said, Sarah thy wife shall bear thee a son indeed; and thou shalt call his name Isaac: and I will establish my covenant with him for an everlasting covenant, and with his seed after him.

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Apple Podcast、KKBOX、Spotify 🔍歡迎光臨

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主持人兼編輯 Host/Editor/：樂筆
剪接師 Sound Editor：Papa.H
翻譯 Translator：Youli

BILINGUAL: 中文 CHINESE 00:00｜英文 ENGLISH 27:47
Podcast每週四10點一集 ​👉https://arieltsai.lnk.to/ArielsWhisper_CH
YouTube每週日11點一集👉https://bit.ly/3ucWNiG

今天這集要來跟戀愛大師，喔不對，是曖昧大師Sam，聊聊Dcard上的渣男十大語錄，老實說我覺得每一句都很渣，可能我是女生，實在不能理解男生講這些話到底是什麼意思？！不過對感情有獨到見解的Sam，對每一題都進行精闢的解析，觀點非常有趣！
因為沒辦法當「妹」，所以當「妹妹」、「暫時分開」就是「Yeah！我可以把別的妹了」
原來男生是這樣想的嗎？！快來聽聽Sam是怎麼說的吧！
最後Sam也公開他的理想型條件，喜歡Sam的女生們可要好好聽清楚囉！

今天這集的內容比較活潑，所以節目的最後也送上活潑的《Cheerio》，曖昧卻無法更進一步嗎？！也許是時候說再見了喔！

《Cheerio》歌曲收聽：https://youtu.be/0EaWcjmT3gs

✨
Probably the funniest episode ever on my podcast. Listen to me practice saying f*ck, talk about relationship sh*t, and discuss the most voted top 10 things f*ckboys say with Sam. LOL.

Have you ever gotten these lines before? Do you know what they really mean? Or... are you the one to say it?

Don’t forget to check out the first half of our convo in the previous episode (EP10) if you haven’t already!

**Song at the end: CHEERIO: https://youtu.be/0EaWcjmT3gs

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秘密計畫終於公佈：我出書了！

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