定宇透早揪你一起讀英文報…日經亞洲(Nikkei Asia)
台灣央行在週四上修今年的經濟成長預測,縱使面臨本土武肺疫情,台灣仍能維持強力的出口暢旺和如預期的利率穩定,因而維持了倚賴出口的經濟。
台灣央行將原本在6月份預估的2021全年GDP為5.08%調升到5.75%。
台灣在2019年的GDP成長到2.71%,隨後的2020年則為3.11%。
台灣2021年第一季GDP為8.92%,第二季則是為了防止疫情擴散而部分封閉,導致GDP下滑至7.43%。
Taiwan’s central bank revised up the island’s growth outlook for the year on Thursday as strong exports bolstered a trade-reliant economy that has boomed even in the face of local COVID-19 cases, also keeping interest rates steady as expected.
The central bank raised its 2021 estimate for gross domestic product (GDP) growth to 5.75% from the 5.08% forecast in June.
Growth hit 3.11% in 2020, after expanding 2.71% in 2019.
GDP expanded by 7.43% in the second quarter of 2021, down from 8.92% in the first quarter, pulled lower by a partial lockdown to prevent domestic COVID-19 infections from spreading.
同時也有7部Youtube影片,追蹤數超過56萬的網紅PHOLFOODMAFIA,也在其Youtube影片中提到,@PHOLFOODMAFIA #ยำกุ้งแห้ง น้ำขลุกขลิกสูตรนี้ ยำมากับขิงสด ขิงดอง แถมใส่ถั่วลิสง เรียกว่าครบรส กินกับข้าวต้มเข้ากันได้ดีเหลือเกิน?? สูตรโดย เชฟ ธนากร...
bolstered 在 Lee Hsien Loong Facebook 的最佳解答
Happy Youth Day to the young and young-at-heart!
Every generation goes through its fair share of challenges as they grow up, discover who they are, take their place in the world, and make their mark. This was tough enough before the pandemic, but it’s even more complicated now!
Despite this, Singapore’s youth, bolstered by a strong idealism, continues to persevere, putting them in good stead to navigate a post-pandemic world. This generation has been exposed to far more ideas and ideals than the generations before, and their dreams and aspirations will carry Singapore forward.
For my fellow ‘boomers’ 😉, I hope you will help guide our young, listen to them and consider their ideas. Give them the tools they need to chase their dreams, to keep Singapore ready for any challenge! – LHL
(MCI Photo by Terence Tan)
bolstered 在 貓的成長美股異想世界 Facebook 的最讚貼文
🌻風險管理
跌了幾十趴的個股還要繼續抱下去嗎? 去年飆漲的SPAC, 今年還漲的回來嗎?(可以跟下篇一起看).
開始玩成長股後, 我學到最難的一堂課是風險控制. 每個人對風險控制的觀念不一樣, 這跟每個人的心理素質也有關係.
風險管理, 也就是"留得青山在, 不怕沒柴燒".
風險管理:
https://zh.wikipedia.org/wiki/%E9%A3%8E%E9%99%A9%E7%AE%A1%E7%90%86
🌻There Are Too Many Defenseless(無防禦性的) Stocks
(可以的話, 我希望您可以好好讀一下這篇文章. 我希望能夠幫您守住些財富, 減少些損失, 甚至創造些獲利. "Too many", 也就代表了股票沒有稀有性)
The underwriters just created too many stocks. There's too many new companies, too many companies that help you with analytics(分析), too many that offer video, too many data collectors and too many real-time analysis, and too many cybersecurity companies. There's been too many new electric vehicle derivatives, too many cannabis (大麻) plays and way too many new fintechs(金融科技).
The effect? We are now facing a bewildering number of companies that simply do the same things and can't be differentiated (無差異性的) and, frankly, are too hard to understand unless you are deeply involved in the transfer of data from on your premises to the cloud(雲端).
Why does this matter?
Because these stocks are defenseless. They are defenseless against inflation (通膨) because so many of them sell at a multiple to sales and any company that trades as a multiple to sales (指的是以P/S為估值方式, 非傳統的P/E. 軟體公司主要是用P/S) will see its value erode more quickly than any other in this stock market because the company has to graduate from a multiple to sales to a multiple of earnings, or just keep losing money. So many new investors have not experienced real inflation where these kinds of stocks can't be given away.
They are defenseless against an economic boom. I have been reading through countless software as a whatever with a go to market strategy and a huge TAM (total addressable market, 指的是市場大小) to land and expand(指的是雲端公司的商業模式), and my eyes glaze over. Who needs a company with all of those buzzwords that's growing at 27% and losing money when I have plenty of high quality industrials that are growing at 27% and spewing cash to the point the biggest issue is how much should be put to growth versus rewarding shareholders.
They are defenseless against older companies with a balanced policy toward dividends and buybacks, so that supply is mopped up while demand is bolstered by a yield. The land and expanders don't have anything backing them up which makes them vulnerable to sudden shocks down as we have seen.
They are defenseless against insider selling. If capital gains rates are going up, these are the companies with the most vulnerable stocks because so many of the people in these new companies have stocks that are still up substantially from when they got stock so a company with a stock down 30%-40% is vulnerable from scads of insider selling, including secondaries I am now expecting with increasing frequency.
They are defenseless against SPACs. While there are many good SPACs there are too many SPACs with too much stock sloshing around. I keep thinking about that MP Materials (MP) secondary offering in late March, where entities controlled by CEO James Litinsky sold 4.6 million shares of his company in a deal priced at $35. Now it is a small percentage of his holdings and many others involved with the company sold small amounts, too. That's not the point. It's more of a statement: this stock traded at $50. You might have been inclined to buy on the pullback but you would have been massacred as the stock is now at $27. If you have a so-called successful SPAC its success might be measured by how much money you took out of it before its stock fell by 50%. There are hundreds of things and when you consider all of the warrants out there, you know this market is going to be overwhelmed with this stuff.
You aren't going to see these kinds of secondaries at Deere (DE) or Caterpillar (CAT) , that's for certain.
Now there are people out there willing to buy the incredibly almost stupidly risky stocks, people like Cathie Wood, who demonstrated her unflappable conviction to her method of buying stocks that worked when there's scarcity value but there's anything but that now.
Maybe she can take down tens of billions of dollars worth and save the day. I wouldn't count on it. I am sorry to question her stock picking, lord knows she's been amazing. But unless others copy her, we know the stocks she is buying resemble what's not working at all. Maybe someday, but not now.
I try to figure out what the end game for these stocks might be if the economy keeps heating up and inflation accelerates. There's simply not enough money from young people or ETFs based on high growth or Cathie Wood to keep these stocks higher, and there's too much opportunity for the insiders to do what MP did, something that crunched the stock even as it reported a quarter ahead of expectations, which meant something at one point but means absolutely nothing now. Nothing at all.
文章來源: https://realmoney.thestreet.com/jim-cramer/jim-cramer-there-are-too-many-defenseless-stocks-15649142
Picture來源:
https://society6.com/product/boxing-cat_print
bolstered 在 PHOLFOODMAFIA Youtube 的最佳解答
@PHOLFOODMAFIA
#ยำกุ้งแห้ง น้ำขลุกขลิกสูตรนี้ ยำมากับขิงสด ขิงดอง แถมใส่ถั่วลิสง เรียกว่าครบรส กินกับข้าวต้มเข้ากันได้ดีเหลือเกิน?? สูตรโดย เชฟ ธนากร พลอยสีชมพู
?สำหรับสูตรสามารถเข้าไปดูได้ที่ลิงก์นี้
https://bit.ly/2KOSm9n
Spicy Dried Shrimp Salad
A complex and scrumptious side dish with refreshing touch from ginger and tangy dressing which bolstered by the crunchy peanuts and dried shrimp. Recipe by Chef Thanakorn Ployseechomphu
#ตามสั่ง #ข้าวต้มกุ๊ย #ตามสั่งตามนั้น #อาหารตามสั่ง #ยำ #สูตรยำ #stayhome #withme

bolstered 在 PHOLFOODMAFIA Youtube 的最讚貼文
#แกงเผ็ดไก่หน่อไม้ดอง
แกงเผ็ดไก่ใส่หน่อไม้ เมนูแกงที่โดดเด่นด้วยความหอมของพริกแกง เนื้อไก่นุ่มๆ และความหวานกรอบของหน่อไม้ รับประทานกับข้าวสวยร้อนๆ รับรองว่าจานเดียวไม่พอ
?????
?สำหรับสูตรสามารถเข้าไปดูได้ที่ ?https://bit.ly/3dJXp8o
สูตรโดย เชฟ ธนากร พลอยสีชมพู
Bamboo Shoot & Chicken Red Curry
Spicy and warming, this red curry is bolstered by succulent chicken thigh and sweet bamboo shoot.
Recipe by Chef Thanakorn Ployseechomphu
#ตามสั่งตามนั้น #ตามสั่ง #อาหารตามสั่ง #แกงเผ็ด

bolstered 在 PHOLFOODMAFIA Youtube 的最佳貼文
#ยำผักหวานทะเล
ผักหวาน หวานๆ กรอบๆ ในปัจจุบันไม่ต้องรอถึงหน้าฝน ก็สามารถหากินได้ทั้งปี ยำผักหวานทะเลนอกจากอร่อยสดชื่นแล้ว ยังสามารถรับประทานเป็นอาหารควบคุมน้ำหนักได้อย่างดีด้วย??
สูตรโดย เชฟ ธนากร พลอยสีชมพู
เข้าไปดูสูตรยำผักหวานทะเลได้ที่ ? https://bit.ly/3ah2ini
Seafood & Sweet Leaf Spicy Salad
A healthy salad that will fill you up. Various seafoods are drenched with spicy and tangy dressing and bolstered by generous amount of nutritious sweet leaf.
Recipe by Chef Thanakorn Ployseechomphu
#ตามสั่งตามนั้น #ตามสั่ง #อาหารตามสั่ง #เมนูยำ

bolstered 在 bolstered - Yahoo奇摩字典搜尋結果 的相關結果
bolster · n.[C]. 長枕;墊枕;靠枕;墊子;襯墊 · vt. 支撐;加固;援助;支持[(+up)] ... ... <看更多>
bolstered 在 Definition of bolster - Merriam-Webster 的相關結果
Examples of bolster in a Sentence. Verb She came with me to bolster my confidence. a convincing argument that was bolstered by the speaker's reputation. ... <看更多>
bolstered 在 BOLSTERED在劍橋英語詞典中的解釋及翻譯 的相關結果
bolstered 的意思、解釋及翻譯:1. past simple and past participle of bolster 2. to support or improve something or make it…。了解更多。 ... <看更多>