🌻
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/

最好的自己不在未來，就在現在。

認真回想，以前我好像在每一段關係中都是在扮演某一個角色，不由自主的在為每個對象做調整。不只有在戀愛上，有時候可能跟朋友、工作夥伴都是，尤其是在前輩面前，常常我都會本能反應似的改變自己。聲音要甜一點嗎？笑話要低級一點嗎？從穿衣服就可以看出，我今天是要跟誰吃飯。雖然是微調，但透露出了一件事，我好像不夠喜歡真正的自己，所以才會擔心大家也不會喜歡真正的我。我告訴自己即使累，但如果持續努力，有一天就能變成大家都喜歡的Lara。

久而久之我和世界的相處模式只有「由外到內」，會依照別人對我的反應去斷定我的下一步。大家會覺得我很好相處，我卻越來越不快樂。現在我慢慢開始懂了，原來我把順序弄反了。我該優先處理的是自己內心的感受，其他人買不買單，其實跟你一點關係都沒有。就像找另外一半，如果我跟夢中情人在一起，但我根本無法在他面前做自己，最後還是會走不下去。

我現在33歲，So What? 終於懂，「當下的自己」才是人生時間軸上最重要的！

對了，有人好奇這次「{}」的意思嗎？簡單說是「大括號」，在數學運算式中稱作「空集合」。數學不好的人就想像一個清空的行李箱吧。「空」不是無，而是無限可能。括號還有另外一個更好懂的意思，就是「優先處理」。將過去整理過後的自己，回歸純粹，態度成熟自信！(失戀後重新出發的人應該很有感觸吧！🤣)

Your best self is not in the future, but in the Now.

Looking back, I seem to have been playing a role in almost every relationship I was ever in. I'm not just talking about romantic relationships. Whether it was with friends or colleagues (especially seniors), I would modify myself almost instinctively. Should my voice be sweeter? My jokes dirtier? If you wanted to know who I was eating with that day, all you had to do was look at the clothes I was wearing.

The changes were subtle, but they still reflected a truth: I didn’t feel like the real me was enough so I was worried that other people would also find her lacking. I told myself that if I just kept working at it, I would someday become a version of Lara that everyone accepted.

Eventually I only knew how to get my cues from the external world. I would always base my next step on feedback I got from others. Most people considered me easy to get along with, but I grew more and more unhappy.

I think I had it all wrong. My first priority should have been listening to my inner voice. Whether or not other people agree with it is not in my control nor of my concern. Take looking for a partner. Even if I found the person of my dreams, it would never last if I couldn’t be myself around them.

I am 33 years old. So What? I finally understand that "the present self" is the most important thing on the timeline of life! It’s time to prioritize me!

By the way, is anyone curious about the meaning of "{}" this time? Besides the more commonly known representation of parentheses as prioritization, these curly brackets are called “the empty set”. The empty what? If like me, math is not your strongest suit, think of it as an empty suitcase. "Empty" doesn’t mean nothing, but infinite possibilities! What will you fill your life with this time?

2021全新專輯《來者何人{}》
數位收聽：https://LaraLiang.lnk.to/DearYou2

<再也沒有你> 陳勢安 Andrew Tan
數位收聽：https://kkbox.fm/Iss26l

#Lara梁心頤2021全新專輯二部曲 #來者何人{} 全球發行
#再也沒有你 #NoMoreU #SoWhat30

最後召集！【日本絵手紙工作坊: 中秋篇 】Final Call: Japanese Folk Art Worhshop
「絵手紙(Etegami: Japanese folk art)」始於日本，就是「寄出一封有圖畫的信」的意思。絵手紙的目的並非為將畫畫美，而是為了建立繪者、收信人與受繪物之間的關係。 絵手紙的構圖和點題的詩句都簡單，適合任何人仕繪製。很適合小孩子學習，大人也可以玩。
只要訓練自己的創作和表達能力，就能做出收信人看到就會很喜歡的書信。

Japanese Folk Art: Etegami
Etegami is a Japanese folk art consisting of simple hand-painted drawings accompanied by a few apt words, and they are almost always done on postcards for quick and easy mailing.
(English introduction source: https://goo.gl/G3gcKH)

日期 Date：2021.9.18（六/Sat）
時間 Time : 3-5pm
地點 Venue：屯門港鐵站步行5－10分鐘 / 5-10 mintue walk from Tuen Mun MTR Station
費用 Fee： HKD400/位 person （2人同行可享有9折優惠／10%off for application of 2 people or above）
報名/查詢 Application/ Enquiry: PM me

#絵手紙 #秋 #etegami #japan #japanese #日本 #watercolour #watercolor #watercolours #watercolors #painting #水彩 #picture #中秋 #midautumn #waiwai #畫畫 #慧惠 #hkillustrator #插畫 #hkig #hongkong #兔 #rabbit #lapin

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

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Watch the official music video for " aftermath" by vaultboy:
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____________________________________________________

Lyrics:

I moved away and changed my number and when I did it
後來我就搬走了 還換了號碼
I’d hoped that cutting you off would make me feel different
我以為離開你就能一切重新開始
I know I'm weaker than I probably seem
我知道我日漸消瘦
I can't lie I blame you for everything
我得承認 我把一切都怪罪於你

All pins and needles when I meet somebody new and I
我遇到陌生人就會如坐針氈
Get all choked up whenever they ask about you and I
無論何時被他們問你的去向我都無言以對
Feel so pathetic and I wanna scream
覺得自己很可悲 好想喊出聲來
I can't lie I blame you for everything
我得承認 我把一切錯誤都怪罪於你
I think you know exactly what I mean
我以為你會明白我的意思

You really fucked me up
但你真的把我傷透了
Screaming at my mirror like I’m fucking drunk
我像喝醉了一樣對著鏡子發火
Question who I am and what I could’ve done
質問自己是誰 本該做些什麼
'Cause you're the one who told me that you were in love, oh
因為是你告訴我你戀愛了

You really fucked me up
你真的把我傷透了
Close my eyes and think of anything but us
閉上眼睛 除了我們什麼都可以想
Made me feel like I'm the one who's not enough
搞得好像我才是那個不夠好的人
But you're the one who told me that you were in love
但你是那個告訴我你在戀愛的人

Try to forget how you could never meet me in the middle
試著忘卻再也無法與你邂逅的事實
How all the pain that you inflicted made me feel so little
你給我帶來無盡的痛苦 讓我越來越自卑
A little tired of remembering
不堪回憶
I can't lie I blame you for everything
我得承認 我把一切錯誤都怪罪於你

You'd change so quick you'd start a fight and make me say I'm sorry
但你會改變得如此之快 是你挑起了矛盾 卻要我來道歉
Make me look like a fucking idiot at every party
讓我在所有派對上都表現得像個傻子
It made sick it’s so embarrassing
那些尷尬的回憶 你讓我感到噁心
I can't lie I blame you for everything
我得承認 我把一切錯誤都怪罪於你
And I think you know exactly what I mean
我以為你會懂我的意思

You really fucked me up
你真的把我傷透了
Screaming at my mirror like I’m fucking drunk
我就像醉了一樣對著鏡子發火
Question who I am and what I could have done
質問自己是誰 本該做些什麼
'Cause you're the one who told me that you were in love, oh
因為是你告訴我你戀愛了

You really fucked me up
你真的傷透了我
Close my eyes and think of anything but us
閉上眼睛 除了我們什麼都可以想
Made me feel like I'm the one who's not enough
搞得好像我才是那個不知滿足的人
But you're the one who told me that you were in love, oh
但你是那個告訴我你在戀愛的人

You really fucked me up
但你真的把我傷透
Screaming at my mirror like I’m fuckin drunk
我像喝醉了一樣對著鏡子發火
Question who I am and what I could’ve done
質問自己是誰 本該做些什麼
'Cause you're the one who said that you were in love, oh
因為是你告訴我你戀愛了

歌詞翻譯：原上巽

#vaultboy #aftermath #lyric #西洋歌曲推薦

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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📔PChome 全球購物 (103個國家)👉🏻https://global.pchome.com.tw/

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