🌻
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.

ref: https://vivek-singh.medium.com/system-design-cheat-sheet-318ba2e34723

本篇文章是一個筆記文，紀錄關於 System Design 路上常遇到的架構與元件，譬如
1. LoadBalancer
2. Caches
3. Queues
4. Configuration Service
5. API Gateway
6. Service Mesh
7. CDN
8. Cassandra
9. Snowflake
10. Numbers

每個概念都還會附上一些相關影片與文章，也因為是個筆記內容，因此每個元件的介紹都不會非常詳細，都是小小段落介紹每個元件的最基本概念。
譬如 LoadBalancer 的筆記有
1. L4/L7 兩種的差異
2. AWS 上 ELB/ALB/NLB 的三種差異
3. LB 的演算法， Round Robin,Weighted RR, Least Connection/Response Time/Resource based 等

Caches
1. 實作有 Memcached, Redis 等相關專案
2. 什麼時候會使用 Memcached:
a. 需求簡單，譬如單純 Key/Value 字串，可以輕易地透過調整 cores/threads 來調整效能。
b. Volatile，沒有儲存機制
c. 只有 LRU 的 Cache 演算法
d. Key 最多 250B, Value 最多 1MB
3. 什麼時候使用 Redis
a. 需要儲存 object，而非單純 string
b. 支援多種演算法
c. 支援 data store，可以達到 non-volatile 效果
d. 可以支援 Set/Hash/List/Sorted Set 不同型態

這類型的文章對於踏入 System Design 能夠提供一個簡易的入門介紹，先有哪些類別需要學習，再針對每個類別獨立學習也是一個不錯的學習路徑。

現在才發現Netflix有【殺手保鑣】

#LifeisStrange #TrueColors is OUT NOW, with Steph's DLC, 'Wavelengths', available September 30 on PlayStation, Xbox, PC, and Stadia, and coming to Nintendo Switch later this year.

BUY #LifeisStrange #TrueColors NOW: https://www.lifeisstrange.com/buy-now

-

A bold new era of the award-winning Life is Strange begins, with an all-new playable lead character and a thrilling mystery to solve!

Alex Chen has long suppressed her 'curse': the supernatural ability to experience, absorb and manipulate the strong emotions of others, which she sees as blazing, colored auras.

When her brother dies in a so-called accident, Alex must embrace her volatile power to find the truth – and uncover the dark secrets buried by a small town

-

An original trailer mix featuring:

‘Never Gonna Stop You’, Andrew Britton, Phil Buckle, ‘Emotive Songs, Vol. 1’, UPPM/Universal Production Music.

Nobody Knows the Trouble I’ve Seen Trailerized, ‘Soul of a Man Reborn’, SATV Music.
-

Follow us on:
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影片內有一部分是跟著原創的主屍體爆破
有一部分則是我自己把致命之息與屍體爆破交換
其實看LAG程度就知道是串哪個了QQ
賽勒斯跟釋界是都有打過了，但透過OBS錄製
實在是LAG到看不出來在打啥
各種音效消失、畫面破圖
所以我就把那兩個片段刪除了
只留了前半段的賽勒斯，後面直接錄到OBS也當了==

POB檔：https://pastebin.com/Mu3N4Bpc
後續升級補滿更多的生存，假如等級真的很高了
那你可以把盜賊獎勵換成幫助阿莉亞
便宜的擊中戒指可以使用拿馬乎之印

如果你喜歡這個流派分享，可以訂閱、加入會員
也記得去給原作者一個訂閱哦！
jungroan的Youtube頻道：https://www.youtube.com/user/jeziena

------------------------------------------------
●加入會員：https://bit.ly/2OeS6lW (加入會員，幫主播加菜)
●Discord討論群(請遵守相關規定)：https://discord.gg/aXTG6eD
------------------------------------------------
●伸展台有我許多角色的裝備以及天賦可以直接看
伸展台Build：https://web.poe.garena.tw/forum/view-thread/225960
------------------------------------------------
●PAYPAL贊助連結(國外信用卡)
https://streamlabs.com/qwer48621530
●歐付寶贊助連結(國內信用卡)
http://bit.ly/2MqXUbn
------------------------------------------------
其餘資訊請看簡介，感謝:D

In March, the latest entry in the Life is Strange series was revealed: Life is Strange: True Colors, a small-town supernatural mystery.

Brought to life through full performance capture by rising talent Erika Mori, players will navigate Haven Springs as Alex Chen, a young woman who has long suppressed her 'curse': the psychic power of Empathy, a supernatural ability that allows her to experience, absorb and influence the strong emotions of others - which she sees as blazing, colored auras.

When her brother dies, in a suspicious accident, Alex must at last embrace her volatile power to find the truth, and uncover the dark secrets buried by a small town. Alex Chen’s journey, power and future are all fully under the player’s control.

The psychic power of Empathy affects every interaction and relationship Alex has in the game and is fully under the player’s control. Use it to reveal the secrets of Haven Springs, the hidden facets of Alex’s past, and the future of her journey to find a place to call home.

Pre-Order #LifeisStrangeTrueColors: https://www.lifeisstrange.com/buy-now

Release Date: September 10, 2021

Platforms: PC, Xbox One|S, Xbox Series X|S, PlayStation 4, PlayStation 5, Stadia

Follow us on:
Facebook: https://www.facebook.com/LifeIsStrangeGame
Twitter: https://twitter.com/LifeIsStrange
Instagram: https://www.instagram.com/lifeisstrangegame
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