[今日寫呢啲]實情遲咗出,但反正放假,不如諗好啲先寫。
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已經2000人訂!多謝大家!Two thousand people can't be wrong!(扯,幾百萬人冇訂添!).下一個目標當然係攞你命3000!
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一週年!比別人知得多。subscribe now(https://bityl.co/4Y0h)。Ivan Patreon,港美市場評點,專題號外,每日一圖,好文推介。每星期6篇,月費100. 畀年費仲有85折,20/40年費VIP 送本人著作一本。
1. 留意下,在「國際視野」(本人定義),聯儲局加息固然已經冇乜人講,大陸鬥地主更由頭到尾都冇乜人講,講得最多嘅始終係恒大。
2. 最新發展?Patreon都有講,但部份大家都知。境內債就畀咗利息,但境外債未畀。係咪即時違約?當然唔係,你供樓都唔會遲交兩日就變銀主盤。但現實就係30日內會有轉機嘅可能極低。況且仲有之後嘅債息。過到十五都過唔到初一,照計極大機會違約。
3. 咁你問,可唔可以我只係還境內債唔還境外?對自己友好啲,等外資損手?答案,睇你點定義咩叫「可以」。特異功能都可以擋子彈,會死之嘛。你問做唔做得到?當然做到!而家咪做緊。問題係會有乜後果。
4. 詳情在Patreon入面講,但簡單答,就梗係不能咁茅啦。你啲債Pari-Passu架嘛(講句拉丁文即時好型)。固然你可以話境外債權都吹唔脹,清佢盤(如果可以)都冇用。但當然仲有其他影響啦,文入面講。
5. 第二個問題,你見啲評論講 咩Black rock 又輸幾錢 大劉又輸幾錢 內銀又輸幾錢,根本全部捉錯用神。由頭到尾個問題都唔係你地會唔會輸錢,有冇咁kai?由 螞蟻 滴滴 到 教育股,你覺得中南海會care你輸錢?至於內銀亦都食得起啲壞帳。真正嘅問題,係社會問題嘛。恒大由頭到尾都係社會問題多過金融問題。文入面解。
6. 另外,NIKE業績遜預期嘛,股價大跌嘛,我知。我有渣住添。定又出嚟鬧聽財演點你買股票搞到輸錢呀?唔想輸錢嘅,返屋企磨墨咯。我叫你買嘅股票,every single one 都會輸錢架,唔輸得錢嘅唔好買,記住唔好買。
7. 但講返,首先Nike我就梗係贏錢。然後記得上次大家都好興奮,上次六月出嗰時,despite 新疆棉甚麼,業績都好勁嘛,股價大升嘛。但其實係有影響的,只係北美夠補,同埋股價實在太殘,今年一路都跑輸的(即使包埋六月嗰一棍)
8. 今次嘅業績差,咩原因?大中華銷售唔得喎。咁到底係大陸人繼續杯葛定窮到買唔起鞋食緊樹皮,就你自己去研究,反正結果一樣。仲有,越南封城供應鏈受影響,出唔到貨。實情NIKE超過一半嘅鞋已經在越南做,仲有四份一係印尼,「不過而家可能會諗下又搬返大陸」
9. 更重要嘅係,我篇文個Excel幫你整晒Nike每一瓣產品 每一個市場,佔佢幾多銷售。例如好多人只係望到大中華銷售唔係好多,少過北美,亦少過EMEA(*)—但增長好,同埋利錢好好嘛!一路都係銷售低過EMEA但賺錢多過EMEA的。
10. 咁即係點?咪Patreon入面講。但,「供應鏈受阻有影響喎」,梗係有影響啦,封城都有影響,加息都有影響。你打開門做生意邊日唔係好多壞消息?麥當勞Facebook之類鬧撚足幾十年啦,又如何?
11. 每日一圖嘅,第一個我最憎嘅技術分析.不過,見到恒指嘅上升/下跌比率跌到極端位了,以前次次去到呢啲位,之後都反彈。「但你點知今次都會?」。唔知的,你點知聽日你會起到身?你點知聽日太陽由東邊升起?你點知四十樓跳落去會死?可能唔會呢。但事實,真係唔知的。況且,會反彈不等於你應該買。
12. 第二圖,基金經理跑輸大市呢個,應該係常識。但仲有啲新嘅嘢睇到嘅。例如你見到,時間越久,跑輸嘅越多。有乜啟示?Patreon講
13. Good read嘅,第一篇話豆豉圖應該收工,指嘅係聯儲局嘅點陣圖Dot Plot,一粒豆豉代表一個官員。留意呢舊嘢歷史好短,我入行時都冇的,大約十年歷史。作者話好誤導,我又覺得好過冇。文入面有討論。
14. 第二篇,左翼嘢,不代表我同意,但幾時都睇多啲唔同觀點。丹麥麥當勞人工高(22美金個鐘)福利好(6星期年假),但點解?好多人條件反射就會諗:因為福利社會最低工資。但問得你當然唔係咁簡單,同埋,丹麥其實係冇最低工資嘅。已FC。況且,香港夠有最低工資啦,但你做銀行都未有6星期假啦(**)。所以咁好福利,係另有故事的。
(*)EMEA,歐洲中東非洲是也,扮晒嘢必學。正如EBITDA係earnings before I tricked the dumb auditor,AIG係Investment all gone,UNSW係University of Not so White,而NCAA係No coupon at all(呢個係真的)
(**)本人後期係有的。但又講返,嗰時好多同時都放唔晒,唔知真係咁忙定扮忠心。我就話Q知你,幾時都放晒佢。就算做唔晒啲嘢,我放住假返公司做,同我朝早要準時坐低,係兩回事。不過又要講返,咁多年我預嘅老細,都冇乜點阻我放假的,即使好唔妥嗰個都冇。出面就唔係個個老細咁好了。當然另一重點係我冇小朋友,就唔使同人地爭暑假聖誕之類,「聖誕梗係返工啦」。
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已經2000人訂!多謝大家!Two thousand people can't be wrong!(扯,幾百萬人冇訂添!).下一個目標當然係攞你命3000!
==============
一週年!比別人知得多。subscribe now(https://bityl.co/4Y0h)。Ivan Patreon,港美市場評點,專題號外,每日一圖,好文推介。每星期6篇,月費100. 畀年費仲有85折,20/40年費VIP 送本人著作一本。
同時也有117部Youtube影片,追蹤數超過110萬的網紅Bryson Lew 刘铠翔,也在其Youtube影片中提到,欢迎大家来到我的开箱大学系列第一集? 你是不是刚毕业 ? 还没找到适合你的大学? ? 亚太科技大学(APU)有专人为你测试, 在这里你可以体验世界性的多元文化交流,而毕业生的就业率也是相当高的! 在这一流的数码技术大学里,拥有着一流的老师,当然也有一流的课系! 电脑科学/科技/游戏开发/设计/广告...
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excel at 在 Facebook 的最佳解答
[今日寫呢啲] 今日呢篇寫得長,但簡介短。
首先係跟進返理文化工746,同埋王維基檔1137。
理文化工嘅,早少少嘅Facebook Post都講過啦,前海,新能源,卒之炒起。的確個新廠係在珠海的,鋰電池電解液添加劑。星期一抽上,已經發現大成交!平時幾十萬股,星期一200萬股。星期二就千幾萬股,今日(星期三)都係。
但應該唔少人一早沽咗,我都有叫啲讀者沽啲,唉唉唉。但講到尾,都係睇你有幾信,而不方便的真相信,我都半信半疑。唔係覺得公司唔得,但始終週期嘢。咁點避免呢啲升少少又沽走?又或者升咗又唔沽跌返落嚟點算?就Patreon其實有講的
1137嘅嘢,入咗深圳嘅港股通啦,但好似唔多覺有北水買。星期一跌5%,但星期二又反彈。然後昨晚出咗8月啲數,我都有跟進下,整埋個Excel畀你玩。今日(星期三)就……成交大大地,但高開後收窄
但個戲肉,其實係啲又悶又婆仔又煩嘅嘢。
不過正如我本書有講,投資就應該係悶的。我有寫「阿煩投資法」,膽拖腳(尺so 投注站阿叔),或者叫 core satellite approach(用英文即時型晒)。你嘅膽,應該係啲最悶嘅ETF
N咁多研究話你知,大多數基金經理,根本都跑唔贏指數。然後你諗下,你啲網友平時又乜都講「大戶」,但「大戶」咁巴閉,原來都多數跑輸指數。咁,閣下嫌指數升得慢,覺得自己可以跑贏指數,咪即係好自大咯!今朝篇文講過,好多人以為自大就係講自己文寫得好。實情有好多自大嘅行為,表面上根本睇唔出,你要諗深一層先知。例如覺得自己可以跑贏大市,
又或者,都係我本書所講,have you seem IFC at 5am?有一日我發現,中環好早都有金融人返工的。咁嗰啲友,學歷好好嘅人,好叻仔嘅有,屋企有背景嘅都有,都仲要咁撚早走返嚟。我相信都唔係為咗過癮。然後你覺得你可以全職炒股,「我唔貪心諗住兩年賺三倍」「我唔貪心諗住一百萬本每個月膁到三萬蚊洗費,呢啲咪自大。真正嘅自大,係睇唔出嘅。
講返,知易行難。我本書都有講(本書真係抵買,拿,唔係自大),最好就梗係100%指數ETF。但做唔到的,即係叫你唔好打邊爐 唔好食薯片 唔好食甜品,鬼唔知健康,但根本做唔到。所以退而求其次,咪有膽拖腳。啲腳咪畀你自己考下眼光(多數證明到自己冇眼光),感受下市場(多數感受到市場嘅殘酷)。
咁但,真的,因為自己揀股,實在太太太太太過癮啦。你諗下年初個個都契媽股,我上蘋果節目講Facebook都畀主持人嫌我太保守啲嘢升得太慢(主持人冇惡意,都係讀者主導),你就知人人炒發夢股你個個月供ETF幾咁悶
所以呢,我自己都做唔到。港股好啲,「因為太廢」。但其他市場我都唔係太多指數基金。
結果而家就撥亂反正,諗返啲指數ETF咯。不過都有少少學問嘅,入面咪同你解
好多都係啲眼眉細眼嘢,其實照計以我性格應該唔care,我都出咗名買股票唔睇價,見價就掃,唔使擺盤。但同時買ETF又會睇 tracking error 睇 liquidity 睇 bid ask睇expense ratio
但,人就係矛盾架啦!差不多個個人都係咁。買股票就一格都排隊,驚死買貴一格。但買層幾百萬嘅樓,有人係睇都唔睇樓的(例如我老母)。正如有啲人叫佢打電話上信用卡度waive年費都話唔記得,叫佢抽ibond都話少錢,但叫佢訂Patreon又話冇錢的。係咁架喎!
咁文入面,咪同我講我最新月供嘅東西,點月供都仲有啲技巧嘅,「例如揀邊間行」「美金定港紙」「或者自己月供」「即係一出糧就自己去買兩手都得」。
冇錯,係濕星嘢,但都有用的。
畢竟,「多數聽日我又要講ASML創新高」「我使唔使整光刻機?」
實情,嚟嚟去去,都係嗰幾味。睇你想要邊個指數,個指數背後係乜,然後睇返跟得足唔足,再睇開支比率之類。至於咩成交幾多 bid ask 幾多嘅,刁,你買幾千萬咩。
冇話某一隻ETF完美,無敵海景咩,你個海景無敵,人地個海景唔使出嚟行啦?有一隻完美嘅,其他執晒笠啦。而家資訊發達,咁高透明度,最後都係取捨。靚女就梗係高竇(除非你係YC),有創意嘅勁人就多數麻啦煩 — 你可以做嘅,就只係踢走啲又廢又串嘅人。
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已烴2000人訂!多謝大家!Two thousand people can't be wrong!(扯,幾百萬人冇訂添!).下一個目標當然係攞你命3000!
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月頭訂最抵!一週年!比別人知得多。subscribe now(https://bityl.co/4Y0h)。Ivan Patreon,港美市場評點,專題號外,每日一圖,好文推介。每星期6篇,月費100. 畀年費仲有85折,20/40年費VIP 送本人著作一本。
excel at 在 Facebook 的最佳貼文
So, what do women have in common? The struggles of juggling both career and parenting! If you are one of them, then you have to tune in to RISE UP JENN TV now to find out what is Wong Chui Ling’s secret formula in rising up in her career and motherhood, and how she defines BALANCE between work and family.
🎦 RISE UP IN CAREER & MOTHERHOOD - The Formula to Excel in Career and Parenting – Episode 3 on RISE UP LIVE TODAY, 18 August 2021 at 5pm on JENN TV
A Celebrity Host, Show Producer, Brand Ambassador, Speaker, Businesswoman and a mother to twin boys; Wong Chui Ling is a Wonder Woman with many hats. How is it possible for this hands-on mum to be constantly active in business and parenting at the same time?
Chui Ling shares with Jennifer Ong Hapa and Aemy Wong on RISE UP on how women can juggle career and motherhood harmoniously. Her formula to excel in career and parenting? “Manage your time wisely and know what is in your priority list”, says Chui Ling. Is it really that simple?
#RiseUp #JENNTV #empowerment #parenting #women #careerandparenting #chuiling #jennandaemy
excel at 在 Bryson Lew 刘铠翔 Youtube 的最讚貼文
欢迎大家来到我的开箱大学系列第一集?
你是不是刚毕业 ? 还没找到适合你的大学? ?
亚太科技大学(APU)有专人为你测试,
在这里你可以体验世界性的多元文化交流,而毕业生的就业率也是相当高的!
在这一流的数码技术大学里,拥有着一流的老师,当然也有一流的课系!
电脑科学/科技/游戏开发/设计/广告/动画/工商/管理/营销/会计/金融等等...
哎 偷偷告诉你...?
还有奖学金、优异奖金待申请哦!?
赶快去他们的网页了解更多 https://www.apu.edu.my/
还想看我开箱哪一所大学吗?
赶快留言在下方!!!
Hi, welcome to my 1st series of “University Unboxing”, (whether I could have the 2nd series, it very much depends on you guys! )
I am 18 this year and just complete my school studies, I am indeed super curious how university life would be!
And now, you can just relax on your home sofa and let me bring you for a university walkabout through my video.
Anyone there just completed secondary school’s studies just like me?
Would you like to continue your studies at your dream university?
Pacific University of Technology & Innovation - APU
For this round of time, the university that I am ready to do “unboxing” for you is the Asia Pacific University of Technology & Innovation (APU)
In this Premier Digital Tech University, professional counsellors can help you with an aptitude test, to gauge what suits you best.
Programmes offered at APU covers: Computer Science/ Technology/ Computer Games Development/ Design/ Advertising / Animation/ Business/ Marketing/ Accounting/ Finance/ Actuarial Studies/ Engineering/ Media/ International Relations/ Psychology
Apart from the variety of programme choices
You may also apply for a Scholarship and Merit Awards
https://www.apu.edu.my/
For more information please click https://www.apu.edu.my/
Hopes that my “University Unboxing” series will help you guys to identify which university suits you best!
Do remember to excel always those who just completed your secondary school's studies, and keep it up!
Oh ya, which is the next university that you’d like me to unbox for you yeah?
Do drop me a message here, I will try my best to hop in there for you!
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各节重点Timestamp :
00:05 影片介绍
00:20 神秘美女出场
00:55 精彩预告
01:04 开箱揭晓
02:12 参观食堂
03:13 参观XR Studio
03:54 体验VR Games
05:12 参观Robotics Lab
05:46 参观Hackers课室
07:26 电影《三个黑客》
08:36 参观图书馆
09:16 参观讲堂
10:26 2021年 颁奖典礼
11:29 Bryson肺腑之言
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excel at 在 長谷川ろみの腸活研究所 Youtube 的最佳解答
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▼この動画について
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アラフォーになるとコワイのがお肌のたるみ…。そしてブルドック顔です。笑
そこには多くの原因があるのですが、中でも私が気になっているのは、糖化たるみです。今回は腸から、食べ物から老け顔を防ぐ方法をまとめてみました。
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▼関連動画
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たるみやってはいけない5つのこと / 5 Things You Shouldn't Do to Sag
https://www.youtube.com/watch?v=uGL0mDKBLgA
【整形級】2分でたるみが消えて5歳若返る!たるみ改善リフトアップ術【小顔矯正】
https://www.youtube.com/watch?v=WzfXJJPDYp8&t=1s
ブルドッグ顔たるみ!アゴ下のたるみをとる究極の方法【40?50代必見】
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40代50代横顔を侮るな!1分でブルドックたるみを引き上げる方法教えます!
https://www.youtube.com/watch?v=6uExCOuUZHs
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▼参考文献
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糖化ストレスと抗糖化作用の評価
https://www.jstage.jst.go.jp/article/oleoscience/18/2/18_67/_pdf
Glycative Stress Research誌, 第7巻2号, 174~180頁
https://www.pokkasapporo-fb.jp/company/news/release/200716_01.html
A New Look at Skin Aging: Advanced Glycation End Products (AGEs) in the Stratum Corneum
https://www.researchgate.net/publication/344298314_A_New_Look_at_Skin_Aging_Advanced_Glycation_End_Products_AGEs_in_the_Stratum_Corneum
糖質ストレスとアンチエイジング:7。糖質ストレスと肌の老化
http://www.toukastress.jp/webj/article/2018/GS18-08J.pdf
Skin beautification with oral non-hydrolized versions of carnosine and carcinine: Effective therapeutic management and cosmetic skincare solutions against oxidative glycation and free-radical production as a causal mechanism of diabetic complications and skin aging
https://pubmed.ncbi.nlm.nih.gov/21756141/
A possible new role for the anti-ageing peptide carnosine
https://pubmed.ncbi.nlm.nih.gov/10892341/
※この動画は、診断・治療または医療アドバイスを提供しているわけではありません。あくまで情報提供のみを目的としています。
※診断や治療に関する医療については、医師または医療専門家に相談してください。この動画は医療専門家からのアドバイスに代わるものでもありません。
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▼連絡先等
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excel at 在 MONGABONG Youtube 的最讚貼文
Back again with yet another yearly round-up of my favourite makeup products in 2020! Definitely was an unexpected year but thank you guys for sticking by me. ❤️ Wishing you guys a Happy New Year and here's to a better 2021 ~ ?
Let me know what are some of your favourite makeup products in 2020! Would love to try new products in the new year and also, stay tuned for my yearly skincare roundup coming next Sunday, same time at 8pm (GMT+8!)✨
—
Catch my other yearly best makeup products here:
?? 2019 Makeup Favourites: https://youtu.be/YCTJ-TvUndg
?? 2018 Makeup Favourites: https://youtu.be/5oHRqGOOAdQ
? PRODUCTS MENTIONED:
? Burberry | Matte Glow Foundation
http://bit.ly/3n5IFnS
? The Face Shop | Ink Lasting Foundation Slim Fit EX
https://bit.ly/2X6OOpl
? NARS | Radiant Creamy Concealer (Shade: Vanilla)
https://bit.ly/2KYmmn5
? Abib | Hydration Cushion Compact Skin Shield
https://bit.ly/2JTWEzv
? Decorte | Marcel Wanders Collection Face Powder IX Compact
http://bit.ly/2Mvharj
? EXCEL | Powder & Pencil Eyebrow EX (Shade: PD01)
https://bit.ly/3hEzU2S
? Sunnies Face | Lifebrow Grooming Gel
https://bit.ly/3naFICG
? Etude House | Play Colour Eyes #Maple Road and #Rose Wine
#Maple Road - http://bit.ly/3naYNEH
#Rose Wine - https://bit.ly/2X6VvYr
? Benefit Cosmetics | Roller Liner Matte Liquid Liner
http://bit.ly/2JH0vA1
? Clinique | Lash Power Mascara
http://bit.ly/3pDEf9w
? Clinique | Cheek Pop Blush (Shade: Peach Pop)
http://bit.ly/3hDmRic
? NARS | Blush (Shade: Behave)
http://bit.ly/393Al3c
? Charlotte Tilbury | Filmstar Bronze and Glow
https://bit.ly/357C6ef
? Fenty Beauty | Killawatt Freestyle Highlighter Duo (Shade: Mean Money & Hu$tla Baby)
http://bit.ly/3rJIkuy
? Peri Pera | Ink Matte Blur Tint (Shade: 08)
https://bit.ly/38bYMfr
? Maybelline | Superstay Matte Ink (Shade: 170 Initiator)
https://bit.ly/3b6FgD4
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FAQ
Hello! My name is Mong Chin and I'm from sunny Singapore. I am 1.63m and I am Singaporean Chinese. I speak English, Mandarin and am currently learning Korean in my free time. I love all things beauty and fashion, and I also like to share my life here. I hope you guys enjoy watching my videos!
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excel at 在 ExcelIsFun - YouTube 的推薦與評價
Excel Basics Free Course at YouTube. Learn to Efficiently Use Excel at Work and to Get a Job (25 Videos) · 1:06. Free Excel Basics Course at YouTube. ... <看更多>
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While 'excel at' and 'excel in' are generally interchangeable, I do think there is a subtle distinction. excel at seems to apply better to specific ... ... <看更多>