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2019年R4MBLER 聯展 中另一幅作品。
Against All Odds
The values and traditions are slowly vanishing among us as times goes by. The old building is trying to race against time in order to maintain those precious moments, preserving what is important to mankind. Knowing the odds are against us!
#AgainstAllOdds #移動唐樓 #theMemoriesOfTomorrow #R4MBLER #香港重機
Friend, keep on hoping despite the odds because like Abraham and Sarah, you have a God of impossibilities who loves you, who cannot fail. It doesn’t matter what the reports say, or what the statistics show. When you have Bible hope that is firmly anchored to God’s love, it is only a matter of time before your miracle manifests.
This clip is from the featured sermon, Why Does God Allow Delays? (Feb 23, 2014)
Watch more here: https://youtu.be/csaQAwsmbZ4
🌻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
This excerpt is from: Faith That Delights The Lord (24 Dec 2020)
Get the full message:
Joseph Prince app - https://josephprince.app.link/HdNG9p2updb
JosephPrince.com - https://bit.ly/3834H6q
Faith delights the Lord because it opens the floodgates for His breakthroughs and miracles to flow into your life! From the stories of underdogs in the Bible who faced impossible odds with unstoppable faith, find out how you, too, can face life and all its challenges with the same spirit of faith and possess every blessing the Lord freely and lavishly wants to give you. Discover keys that will help you:
• Have faith spring forth effortlessly when you see God as a good God who is for you.
• Boldly ask your heavenly Father for the blessings that are rightfully yours in Christ—including flourishing family relationships, divine healing, and protection.
• Position yourself for your miracle by focusing on the Lord’s love for you instead of your love for Him.
• Live with hope when you see how He is constantly working behind the scenes, even in your darkest moments, to make everything work together for your good.
Beloved, begin to walk in the kind of faith that pleases the Lord and start living the abundant life He has for you!
Chapters:
0:00 The Daughters Of Zelophehad And How They Changed Their Destiny
2:03 God Loves Bold Faith!
4:31 Have You Claimed Your God-Given Inheritance?
4:53 The Story Of Achsah And How She Changed Her Destiny
6:15 Receive This Blessing For Your Families
7:39 The Story Of Jabez And How He Changed His Destiny
8:18 Will You Possess Your Possessions Today?
Subscribe for free official sermon notes at: http://josephprince.com/sermon-notes
Download the Joseph Prince app at: http://app.josephprince.com
Find us at:
https://www.facebook.com/JosephPrince
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#josephprince #2020sermon #josephprincefeatured
UNDISPUTED | Lavar Arrington: What are the Cleveland Browns' playoff odds after loss to Jets?
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