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Mengikut artikel ini, orang yang rendah EQ ini mudah ‘meletup’.
“A person who lacks EQ might also have unexpected emotional outbursts that seem overblown and uncontrollable. The smallest things set them off into a tirade that can last for minutes, even hours.”
Doakan agar kita semua dikurniakan akhlak yang mulia.
https://www.verywellmind.com/signs-of-low-emotional-intelligence-2795958
最常出現在華爾街日報新聞標題的10個字（ 上面有音訊講解範例, 覺得不實用嗎？必考！）
1. bailout (n.)緊急援助
Cyprus Bailout Terms Ease 對賽普勒斯紓困條件降低
bailout原來是個法律名詞，意思是「保釋」，做動詞片語是幫助擺脫困境，連在一起做名詞就是紓困。
2. stimulus (n.)刺激，刺激因素
stimulate是動詞，經濟上比較常直接用名詞stimulus指刺激經濟的方法
Japan's Stimulus Generates Ripples 日本經濟復甦方案引發連帶效應
對日元的stimulus，指的就是讓經濟復甦的方案。
3. austerity measures 財政緊縮措施
Thousands Protest Portugal Austerity Measures
萬人上街抗議葡萄牙政府的財政緊縮措施
4. tycoon (n.) 企業大亨，巨頭
Confidence Ebbs in Chinese Tycoon's Ambitious Deals
中國大亨鉅額交易 外界無信心(中國巨富劉漢收購澳洲礦商Sundance Resource事件)
5. recession (n.) 經濟衰退，不景氣
The Great Recession Has Been Followed by the Grand Illusion
大蕭條後就是復甦的假象
6. capital (n.) 資本，資金
U.K. Banks Need Almost $38 Billion in Capital
英國銀行需注入38億新資金
7. treasury (n.) 國庫，財政部 (the treasury department)
treasure是財富寶藏，而保護財富的地方就是treasury了
Treasury Eases Off on Bank Rules 美國財政部決定放寬原欲實施的嚴格銀行限制
8. benchmark (n.) 基準
New Benchmarks Crop Up in Companies' Financial Reports
企業不斷在財務報告中提出各種不同以往的表現檢測標準
9. shareholders (n.)股東，股權持有人
share做動詞是分享，做名詞one’s share就是屬於某人的一份；股票的one share就是一股。
P&G Shareholders Vote to Make It Easier to Oust Directors
P&G股東投票降低替換成員門檻
10. inflation (n.)通貨膨脹
Inflation Fears Overblown, IMF Says
國際貨幣基金組織稱不需過於擔憂通貨膨脹
相反的字是通貨緊縮:deflation
[本周(week of 03/01~03/07)的15個分享]
最近滑雪, 開始挑戰難度較高的坡道(下圖中箭頭處. 聽朋友說, 要是在別的地方, 這坡道應該算是黑色鑽石等級的了), 著實感受到了前所未有的速度感(⚡️閃電麥坤: "Speed. I am speed"), 也發現膽子變大了(不知道這是好事還是壞事......)
Anyways. 下面是一些我這星期看到的好文以及想法. 我想以後就試試看這樣做彙整好了......這樣雖然這邊的貼文少了, 但(希望)內容還是算豐富.
☘️好文分享
1. Howard Marks的最新memo: Nobody Knows II (by Howard Marks)
https://www.oaktreecapital.com/docs/default-source/memos/nobody-knows-ii.pdf?fbclid=IwAR2hCNJcfZ_VBMLp0YyPjFOhBn7DY32BcpQ-HLXSVVivC2QC7SVn6F4Zqic
2. 分享這篇文章沒特別意思。只是發現一句他很有名的話, 原來是從這篇文章出來的。
也覺得整篇文章寫的真好。供參。
https://www.nytimes.com/2008/10/17/opinion/17buffett.html
(Hint: 這是巴菲特於2008在紐約時報發表的文章)
3. 陳喬泓 投資法則的一則貼文有提到下面一段, 我覺得挺好:
"在書中，普萊斯提出成長股一個最重要概念「生命周期投資理論」，他指出公司經歷的生命周期跟人類的生命周期相似，兩種生命周期都有三個重要階段：成長、成熟、衰頹。"
☘️財報結果
4. 有興趣的群友也可以研究參考Splunk(SPLK). 今天看了一下財報, 其實沒甚麼大問題, 很多分析師還說good job.
https://seekingalpha.com/news/3549490-splunk-bull-sees-long-term-growth-overblown-pullback
5. 我這週在ZM發報財報後, 也整理了一下季報結果:
https://makingsenseofusastocks.blogspot.com/2020/03/zoom-zm-fy2020-q4.html
☘️關於疫情
6. 東西兩岸蔓延速度都相當快......請住兩岸的群友以及家人們小心
"New York state coronavirus cases triple over 48 hours to 33, thousands under ‘precautionary quarantine"
7. 最近看到越來越多這樣的新聞, 不用我多說了, Zoom(ZM)應該已經被討論到爛了.
"计算机领域年会ASPLOS 2020宣布取消，微软MVP峰会改为线上召开。脸书和谷歌取消了各自年度最大开发者大会。周一，推特宣布对4500名员工实施“在家办公”。周二晚间至周三，谷歌、脸书、Indeed等公司先后宣布允许员工在家工作，禁止外来人员访问，取消非必要活动和访问，面试也改为视讯会议形式进行。"
我這週在ZM發報財報後, 也整理了一下季報結果:
https://makingsenseofusastocks.blogspot.com/2020/03/zoom-zm-fy2020-q4.html
8. 這周很多跟consumers有關的公司會發表財報.
感覺巴菲特的KR在最近買, 時間點還真不錯....
9. 7天流失市值2320億元 微軟可低接
https://bit.ly/2I9EWn9
☘️關於總經
10. 橋水避險基金Ray Dalio冠狀病毒的想法
https://www.facebook.com/yu.lichun.9/posts/4174904225869096
11. Cramer：除非Fed能創造疫苗 否則降息根本沒差
https://news.cnyes.com/news/id/4447584
☘️關於管理
12. 有Twitter CEO的新聞. 股友們聊到感性的CEO. 這是我的想法:
也看過一本書說, 因為腦部運作的關係, 決策者很難情理並用. 所以Disney的CEO才很難得(有同理心, 又能夠理性做決定.)
Twitter is being targeted by an activist shareholder seeking to replace Jack Dorsey:
https://www.cnn.com/2020/02/29/tech/elliott-twitter-jack-dorsey-replace/index.html
☘️貓的碎念
13. 股友談起了成長股, 這是我的想法:
成長股並不一定是夢想股(意是本益比很高很高的個股). 夢想股除非是基本面夠強, 要不然不適合在這種時刻加碼或是買進, 甚至這種時候苗頭不對就要很快撤掉. 因為資金從這種個股會撤的很快.
在一個未知的領域, 成長股才會給人本夢比的印象. 很多時候, 連CEO都是在對未來做假設, 然後小心驗證.
其實成長股投資人很需要想像力.
14. 有股友想要開粉絲頁, 介紹股票, 順便進步. 這是我給他的建議: "建議去seeking alpha或是雪球. 池塘比較大. You need to be a small fish in a big pond.......in this way, you can learn faster. "
☘️實用美股工具
15. 現在Yahoo! Finance上面, 可以看到好幾年的估值數字了:
https://finance.yahoo.com/quote/MSFT/key-statistics?p=MSFT
中國的崛起和西方的衰落....
我相信英國將成為第一個淪陷的歐洲國家
歐洲地區成為第三世界國家時將會使世界大跌眼鏡
警察將不再管用、通貨膨脹和暴動是日常
中國要做的就是等待，並撿拾殘局
不幸的是，這些中國的作品之一將是台灣
在超高福利的國家發起大規模移民政策的政客們，他們不了解人民
這些都將導致街頭流血事件不斷發生
就算大家想看中國失敗，但中國依然屹立不搖
只要一有機會，中國便會採取迅速行動
台灣無疑是中國第一個要拿下的
如果你問文化大革命發生在西方是什麼樣子？看英國就知道了
在黑暗時代的平均壽命越來越短、創新和創造力下降
西方即將進入另一個黑暗時代
沒有人知道會持續多久
關於英國人民的下一個全面的綜合歷史將會被用中文書寫
這就是英國的離奇之死
The rise of China and the fall of the West. My belief is that Britain will be the first European country to fall. There will be shock and awe as the world watches parts of Europe become third world countries. Police overwhelmed. High levels of inflation, and daily riots. All China will have to do is to wait and pick up the pieces. Unfortunately one of those pieces will be Taiwan. The overblown welfare state, mass immigration from countries and of peoples not understood by the politicians that initiated the immigration policies. The resentment of the indigenous Brits and the weak police force will lead to bloodbaths in the streets. China despite all the wishes for it to collapse will not. There will be swift moves to take advantage of the gap in power. Taiwan will be the Suez canal of the United States of America. If Britain has a cultural revolution this is it. The dark ages saw a decline in life expectancy, innovation, creativity. The west is about to enter another dark ages. There is no telling how long it will last. The next proper comprehensive history written about the peoples of Britain will be written in Chinese. This is the strange death of Britain.
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" How many times do I have to tell you - even when you're crying you're beautiful too - " Can someone tell me too?! I look like a total disaster when I cry…
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Featuring Shu Jun, the one whom I would like to dedicate this song to. "You're crazy and I'm out of my mind." justifies our queer behaviour in the video. I chose to take a sort of more cheerful approach to this song because when I associate the lyrics to my dear friend, all I feel is happiness :)
Anyway, I originally intended to record my vocals using the earpiece but I ended up with overblown audio… So ultimately I just used the original audio (that's why it sounds kind of background-ish) recorded together with the video.
P.S. Sorry for that ending though… Accidentally knocked against Shu Jun's face and it kind of triggered the laughing hormones within me.
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"All of Me" originally by John Legend
Songwriters: Gad, Toby / Legend, John
Published by: Lyrics © EMI Music Publishing, BMG RIGHTS MANAGEMENT US, LLC
Backing track: https://www.youtube.com/watch?v=qhHqR...
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以上是881演員們平時的模樣，因為治療花費昂貴所以需要表演售票以供控制病情所需費用。
進入了第十二個年頭，881戲劇社年度大戲：黑暗中奔跑 正式開跑！
The daily life of the actors and staff in 881 drama club, definitely nothing weird.
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Sorry for the overblown audio, only realized the mic was too close when editing the video.
Please like and share with your friends!
