關於 whenever子句 ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻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

【國立臺灣大學 109學年度畢業典禮 校長致詞】
Opening Remarks, National Taiwan University Commencement 2021
President Dr. Chung-Ming Kuan

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各位師長同仁，各位畢業同學以及家長們，歡迎大家參加 109 學年度的線上畢業典禮。

去年新冠疫情初起，學校雖仍舉辦實體的畢業典禮，但規模大為縮小，許多師生和家長均以無法參加典禮為憾。今年初臺灣的疫情持續穩定，大家原本期待今年畢業典禮能按照往年方式辦理。不料五月時疫情急轉直下，臺北市疫情警戒程度提高，我們於是推遲畢業典禮，並改以線上方式進行。這也是臺大首次以線上方式舉辦畢業典禮。

隨著疫情發展，線上活動如今已成為生活中的新常態。我們雖逐漸習慣線上教學，線上會議，線上交流，線上購物訂餐等，但連期待了四年的畢業典禮也只能在線上參加，許多同學與家長們難免失望。為此，學務處與許多同學攜手，精心策劃了今天這場特殊的線上畢業典禮，希望能讓大家留下不一樣，但仍美好的記憶。

因為新冠疫情，有些同學會抱怨：這樣大的疫情怎麼就正好被我們在畢業時碰上了？也有些同學則樂觀的想，一旦有了疫苗，疫情得到控制，世界最終還是會回到以前的軌道，大家仍可以過著平穩安定的日子。

然而這個世界從不曾平靜。今年畢業的同學多數出生於1999 年，那正是規模達 7.3 的 921 大地震發生的那一年。時隔四年，亞洲（包括臺灣）爆發了罕見的急性呼吸道感染病 SARS。不過五年之後，源自美國的金融海嘯席捲全球，影響全世界經濟數年之久。2009 更是不平靜的一年，臺灣出現莫拉克風災，造成慘重傷亡；全球則爆發了 H1N1 流感大流行，數十萬人因此死亡。這些當時都曾被認為是數十年（甚至百年）一遇的重大災難。

回顧二十多年來的這些事件（這還僅僅是一部份與臺灣相關的事件），我們就會發現：巨大的天災人禍，過去曾頻繁出現，未來應該也不會少見。

當然，新冠疫情的影響範圍遠超過 SARS 與 H1N1 流感，對世界的衝擊則更大於金融海嘯。近代能與這次疫情相比的是一百年前 (1918-1920) 的全球流感大流行；據後來估計，當時全世界人口三分之一染疫，約有五千萬人因此不幸喪生。

那次流感爆發時正值第一次世界大戰末期，對當時的德軍主力造成嚴重打擊。而後疫情時代，戰敗的德國被列強宰割，奧匈帝國及奧圖曼帝國亦隨之瓦解，徹底改變了舊的國際秩序，也為後來的世局（從歐陸，到中東和亞洲）埋下許多不安定的種子。

這次新冠疫情並未伴隨著世界大戰，但出現在國際強權針鋒相對，世界產業供應鏈重整的關鍵時刻；後疫情時代因此充滿不確定性。而重組後的國際政經秩序，我不知道那會是一個「美好或不美好的新世界」*，但它就是大家必須面對的世界。那裡將充滿挑戰和機會，如何善用所學回應挑戰，如何從機會中脫穎而出，都是大家新的功課。這些功課沒有標準答案，你們必須自己解答，自己審閱答案。

我也希望利用這個機會提醒同學們，對於正在醫療前線奮戰的眾多醫護人員，其中包括了許多學校師長與大家的學長姐們，我們一定要心存感念。當疫情大浪襲來時，他們勇往直前，力挽狂瀾，不僅保護病人，也捍衛著臺灣社會。他們是真正的英雄。只要大家共同努力，疫情終會過去，我們一定會贏得抗疫的最後勝利。

最後，我謹代表所有老師和行政主管，向所有畢業同學們表達最深切的祝福，也恭喜辛苦多年的家長們。敬祝大家未來一切順利，身體健康
最後我還想講幾句話。我記得我看過一篇外國人寫的文章，他說他在臺灣多年，注意到臺灣有個很奇怪的習慣，朋友分手時都常常會說：「要小心哦」。我看到這篇文章的時候，也突然心有所感；多年來我媽媽每次看到我出門時會跟我講這句話，而後來我跟自己的小孩，也會講這樣的話。所以在畢業典禮這個時刻，我敬祝大家未來一切順利，身體健康，大家都要小心哦！

2021.6.26

*「美好新世界」(Brave New World) due to A. Huxley

.
==============================

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When the COVID-19 pandemic began last year, NTU was still able to hold graduation ceremonies in person but on a much smaller scale and with the absence of many faculty members, students, and parents. Earlier this year, we were hoping to gather for a traditional commencement. But the sudden outbreak in May had forced Taipei City to raise its epidemic alert level. So we postponed the Commencement and made the decision to hold the ceremony virtually. This is the first virtual Commencement in NTU history.

To our faculty, new graduates, and parents, welcome to the National Taiwan University’s Commencement celebration for the Class of 2021.

As the pandemic unfolds, digital is the new normal. While we gradually adapt to online learning, virtual meetings, social media, online shopping, and food delivery, it is inescapably disappointing for many students and parents to have to celebrate the achievements of our graduates this way after anticipating this event for four years. And because of this, the Office of Student Affairs has teamed up with the graduates to ensure that this unique virtual Commencement is a moment that everyone will remember fondly in the future.

Some of you may ask, "why does this happen just when we are graduation?" And some of you may think optimistically that once the vaccines are available and the pandemic is contained, the world will be back to normal, and that we will all live peacefully.

But the world has never been peaceful. Most of the graduates this year were born in 1999, when the magnitude 7.3 earthquake happened on September 21. Four years after, SARS broke out in Asia, including Taiwan. Within another 5 years, the financial crisis, originated in the United States, affected global economies for years. In 2009, Typhoon Morakot landed and caused severe casualties in Taiwan; the H1N1 flu pandemic took hundreds of thousands of lives. These disasters were, at the time, seen as rare catastrophes that would only take place once every few decades, or even centuries.

Looking back to the past 20 years, we’d notice that, even just in Taiwan, catastrophes have never been in short supply. And they will probably never be in the future either.

Of course, the effect of COVID is far beyond SARS and H1N1, and its impact is greater than the financial crises. What came close was the Spanish flu that took place a century ago (1918-1920), when, according to estimation, one-third of the global population was infected and about 50 million people died.

The influenza pandemic outbreak took place at the end of WWI and hit the German military especially hard. And after the pandemic, Germany was forced to cede its territories to the great powers. What followed was the fall of the Austro-Hungarian and the Ottoman Empires. The series of events reset the international order and formed the settings for many conflicts in the years to come.

While COVID did not break out during a world war, it came at a critical time when great powers bicker and the global supply chains face a reform. The post-pandemic ear is therefore full of uncertainty. I don’t know whether it’d be a "Brave New World"* once the international political and economic orders are reshuffled. But it will be a world we have to live in. There will be many challenges and opportunities, and it will be our new task to utilize what we have learned to tackle challenges and grasp opportunities. Unlike any standardize
d test, you will have to answer and grade the answers yourselves.

I also want to use this opportunity to remind the graduates, that we must have appreciation and gratitude for the healthcare workers who are on the frontlines fighting. Many of them are our faculty members and alums. When the waves of the pandemic hit, they stood up to save lives and protect Taiwan’s society. They are true heroes. As long as we work together, we will weather the crisis and win this battle.

Finally, on behalf of the faculty and management, I send you our deepest best wishes. And congratulations to the parents and families who have supported the graduates for years. I wish you success and good health.

One final thing, I remember reading an article by a foreign writer who said he had lived in Taiwan for years and had noticed that Taiwanese people have a strange habit of saying "be careful" when they part ways. When I read the article, this resonates with me from the heart. For years, my mother would say the same thing whenever I am leaving the house. Now I say the same thing to my children, too. So at this Commencement ceremony, I wish everyone great success in the future, good health, and "be careful."

2021.6.26

*「美好新世界」(Brave New World) due to A. Huxley

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詳見：
https://www.facebook.com/NTUCommencement/posts/2718144868475937

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#臺灣大學 #畢業典禮 #NTUCommencement2021 #校長致詞

There’s rhythm in writing! 🎶

這個禮拜Presentality的Andrew來分享英文寫作的節奏!

★★★★★★★★★★★★

我的工作需要看非常多的英文。

其中有英文母語的人寫的，也有非母語的人寫的。最近，我注意到一個兩者之間很明顯的差別。這個差別很少有人提到，因為它無關文法正確，也不是有學問的用語，或是文雅的詞彙。

是句子的長短。

Well，更正確的來說，是長句跟短句的交錯。我發現，非母語人士寫的英文句子，不但比英文母語的人寫的長，而且是大部分句子都很長。

母語的人，尤其是很會寫的人，則是會把長句跟短句混合搭配。
那又怎樣？

★★★★★★★★★★★★

你可能會說 ok，以英文為母語的人比較會用短的句子，那又怎樣？句子的長短，跟我寫作的好壞，有關嗎？

關係可大了。

就像音樂，或是影片，文字也是「內容」。只要是「內容」，就有它的節奏。你可以想像一首曲子，從頭到尾都是很長的音，而且一點變化都沒有嗎？或是一部很長的影片，從頭到尾都是很長的畫面，而且一點節奏的變化都沒有嗎？

Well actually，你應該可以想像，這些就是要幫助我們睡眠的。
如果你不想要你的讀者覺得無聊或甚至睡著，我建議適度變換你文字的節奏。

但我們先看案例。

我拿一篇台灣人寫的文，跟另一篇美國人寫的，來做比較：把每個句子都分拆成不同的段落，句子的長短就一目了然了。

★★★★★★★★★★★★

但我們先看案例。

我拿一篇台灣人寫的文，跟另一篇美國人寫的，來做比較：把每個句子都分拆成不同的段落，句子的長短就一目了然了。

📌 台灣案例：Taipei Times Opinion

1. The TAIEX last month rose above 17,000 points as rallies in steel, shipping and some non-tech stocks offset a weakness in semiconductor and electronics stocks.

2. While news about a cluster of local COVID-19 infections connected with China Airlines cargo pilots and a hotel in Taoyuan fueled selling pressure early this month and pushed the local stock market into consolidation mode, the daily market turnover in the first two trading sessions of this month hit fresh highs.

3. Moreover, Taiwan’s stock trading volume last month began to surpass that of Hong Kong for the first time in 15 years, which was beyond most market participants’ expectations.

4. Taiwan’s daily market turnover exceeding Hong Kong’s might gradually become a new normal from this year, and there are good reasons for this.

5. First, Hong Kong’s stock market has lost its appeal to foreign investors since China last year imposed national security legislation on the territory, triggering a potential flight of capital and talent.

6. Second, many wealthy Taiwanese tend to park their overseas funds in Hong Kong, China, Singapore, Switzerland and the US, but government statistics showed that more than 80 percent of funds repatriated by wealthy individuals last year were from Hong Kong, as they saw the political situation in the territory worsen after its self-governance, human rights and freedom of speech were further suppressed.

7. Third, China’s new NASDAQ-style stock board — the Shanghai Stock Exchange’s STAR board — has emerged as a fast-growing capital markets center for Chinese companies at a time when rising China-US tensions have triggered concerns about their prospects of listing in New York, posing a growing challenge to the Hong Kong stock exchange.

8. On the other hand, Taiwan’s economic fundamentals, the central bank’s adoption of extraordinary monetary easing and the government’s fiscal policies have fueled continued rallies in the nation’s stock market since last year.

9. It might be too early to tell how long the consolidation trend might last, as a resurgent COVID-19 outbreak is coloring the global economic outlook, but some insight can be drawn from the stock market:

10. Taiwan’s GDP grew a larger-than-expected 8.16 percent in the first quarter, as exports and private investment remained healthy.

都是一堆很長的句子對不對？我們來看美國人寫的句子，也是一個主流媒體的 opinion 文。

★★★★★★★★★★★★

📌 美國案例：New York Times Opinion

1. I miss torturing Liz Cheney.

2. But it must be said that the petite blonde from Wyoming suddenly seems like a Valkyrie amid halflings.

3. She is willing to sacrifice her leadership post — and risk her political career — to continue calling out Donald Trump’s Big Lie.

4. She has decided that, if the price of her job is being as unctuous to Trump as Kevin McCarthy is, it isn’t worth it, because McCarthy is totally disgracing himself.

5. It has been a dizzying fall for the scion of one of the most powerful political families in the land, a conservative chip off the old block who was once talked about as a comer, someone who could be the first woman president.

6. How naïve I was to think that Republicans would be eager to change the channel after Trump cost them the Senate and the White House and unleashed a mob on them.

7. I thought the Donald would evaporate in a poof of orange smoke, ending a supremely screwed-up period of history.

8. But the loudest mouth is not shutting up.

9. And Republicans continue to listen, clinging to the idea that the dinosaur is the future.

10. “We can’t grow without him,” Lindsey Graham said.

📌 Note: 即使是比較長的句子，這位作者也會用標點符號拆散它：She is willing to sacrifice her leadership post — and risk her political career — to continue calling out Donald Trump’s Big Lie. 這就好比用句點一樣，讓我們讀起來有點停頓休息的時間。

★★★★★★★★★★★★

📌 注意到了嗎？

台灣人寫的英文，句子都偏長，而且長度都差不多。
美國人寫的就不一樣了：一個只有五個字的句子開頭，然後一堆稍微長一點的句子，然後再來一串短句。

你可能懷疑我故意挑選很極端了例子出來，而且幹嘛專門打台灣人呢？

所以想到這裡，我從我的書架上，隨便挑了兩本跟科技有關的書出來。左邊的，是美國人，矽谷知名投資人 Peter Thiel。右邊的是德國人，但注意了，是一個英文非常好的德國人。他不但是世界經濟論壇的創辦人，研究所也是在哈佛大學唸的。

★★★★★★★★★★★★

📌 兩本書 Introduction 是怎麼寫的？

Klaus Schwab (德國)：

Of the many diverse and fascinating challenges we face today, the most intense and important is how to understand and shape the new technology revolution, which entails nothing less than a transformation of humankind.

We are at the beginning of a revolution that is fundamentally changing the way we live, work, and relate to one another.
In its scale, scope and complexity, what I consider to be the fourth industrial revolution is unlike anything humankind has experienced before.

Peter Thiel (美國)：

Whenever I interview someone for a job, I like to ask this question: "What important truth do very few people agree with you on?"

The question sounds easy because it's straightforward.
Actually, it's very hard to answer.

It's intellectually difficult because the knowledge that everyone is taught in school is by definition agreed upon.

See the difference?

★★★★★★★★★★★★

📌 如何變換節奏呢？

需要Andrew的完整分享請留言「There’s rhythm in writing~」。

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🎶樂譜連結 Sheet Music🎶
https://gum.co/QyHrU
（台灣請用蝦皮）https://shopee.tw/product/260436562/10011778805?smtt=0.260438387-1623995632.9

--

周興哲《永不失聯的愛》小提琴版本
| Violin cover by Lin Tzu An of Unbreakable Love by Eric Chou

以前聽不懂的歌，一次又一次單曲循環，後來漸漸聽懂了。
好像對事情有所期待，就能從中獲得幸福或滿足。好比說：明天見。
明天見是句溫暖的問候，讓人知道想見的人明天就能見，明天因為一個人翹首以盼，而另個人如期到來，所以值得紀念。
又或是別擔心我在，這句。希望無論遇到什麼挫折困難，在對自己失望透頂或徬徨無助時，知道有個人無論如何都站在他這邊，願對方為自己發亮、看見自己的好，願對方的光中有我的祝福。

我們把自己過好，這樣就很好了，放在心底就是愛你的方式。

信義區香堤大道街頭演出變成登記制了，想聽我live版演出相關資訊，請追蹤Instagram限時動態！
5/28-6/28 由於全台灣疫情警戒升級，街頭演出全部暫停。雖然疫情狀態持續陣子，大家關在家裡真的很累了，但乖乖待在家就是愛自己愛家人最好的方式喔！
--

This song reminds me of our story when I just decided to let go of you. Still looking forward to your messages and still waiting for you when it's your time zone waking up.
Though not quite sure what happened or any reasons for disconnecting, hope you can remember however depressed or disappointed you may be, you are loved and I love you even in situation like this. I am here always, as I promised before. Turn to me whenever you'd love to.

So hard to delete all memories and conversations with the only holic I have but hope there will be someday we will be two people meeting again for the first time. I will fall in love with you again def.

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編曲Arrange：林子安 Lin Tzu An
混音mix：林子安 Lin Tzu An
小提琴 Violin: 林子安 Lin Tzu An
攝影師剪接師 Photographer & Film editor: Santon.W
文字編輯 Social media editor/manager: Lily Wu

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印象中聽起來總是輕盈甜蜜，這次翻唱時才發現它在敘述第三者（亦或被劈腿的第二者）矛盾糾結甚至我解讀為病態的三角戀心境．因此，我試圖詮釋一個略為歇斯底里的版本．有愛有情慾，有痛有怨又帶有憐憫．
相信大家比較熟知的都是frente純吉他版，他們選擇用最清澈純真的方式去詮釋如此複雜的本體．但我發現還有歡樂Disco電音原曲New Order：https://goo.gl/meAC3X；還有搖滾嘶吼版The Speak：https://goo.gl/Z8qwi8；不妨聽聽看，這兩個版本都具備誇張的反差．
最後，歌詞好美，我附上引自部落客randle（一個窮學生的音樂部落格）的中譯版，細細觀察的話，就會發現每個前後句都存在矛盾的意識．所以如果要為這首歌下一個註解，我會說，就是『矛盾』．而矛盾是世上再沈重不過的事情，凌駕於事外，存在於不可控的潛意識中．是心魔．
Bizarre Love Triangle 錐心紛歧的三角戀
中譯引自：https://goo.gl/GJsfU9
Every time I think of you
每次我一想到你
I get a shot right through into a bolt of blue
我就像被閃電打中心房，重重地跌入憂鬱
It's no problem of mine but it's a problem I find
那不是我本來的困擾，卻是我自找的煩惱
Living a life that I can't leave behind
於是我就這麼生活著，再也無法逃離
There's no sense in telling me
你無須告訴我
The wisdom of a fool won't set you free
並不值得為了他這麼做啊
But that's the way that it goes
那就是我生活的去向啊
And it's what nobody knows
那是旁人無法明瞭的生活
And every day my confusion grows
即使每一天，我仍處在無止盡的困惑裡
Every time I see you falling
每一次我見到你的沉淪混亂
I get down on my knees and pray
我會跪下在你身邊祈禱
I'm waiting for that final moment
我總是等著終有一刻
You'll say the words that I can't say
你會說出我開不了口的話
I feel fine and I feel good
對於這樣的決定，我覺得很好很愉快
I feel like I never should
但我認為我不應該覺得好
Whenever I get this way, I just don't know what to say
因為每當見到你，就不知道該說些什麼
Why can't we be ourselves like we were yesterday
為什麼我們再也無法像從前
I'm not sure what this could mean
我無法確定這樣的你代表了什麼
I don't think you're what you seem
我甚至不認為這是真實的你
I do admit to myself
我只能對自己承諾
That if I hurt someone else
假如我的傷害了任何人
Then we'd never see just what we're meant to be
那麼我會選擇離開一切，不再繼續下去

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