🌻台灣時間昨天(08/08)是父親節. 在這邊祝各位父親佳節愉快. 也希望大家珍惜與家人相處的時光. 對家人表達愛意, 也不需要特別等到這一天.
🌻美國生活
Lockdown後, 請小心腰圍..........
前幾天去了醫院. 醫生也說, 疫情後, 她大約有1/4的孩童客戶是過重(還是肥胖). 也有些孩子還得了憂鬱症.
這篇文章介紹了跟減重有關的公司:
3 Stocks to Buy That Should Get a Boost From Pandemic-Driven Consumer Weight Gain
https://finance.yahoo.com/m/4cde2823-fb4e-3438-98dc-db880586fad6/3-stocks-to-buy-that-should.html
🌻18位共和黨議員倒戈 1.2兆美元基建案參院程序表決過關
https://www.bcc.com.tw/newsView.6879676
🌻"Guidance (財測) is the product of both operational insight (營運的洞悉) and expectation management(預期的管理)."
https://www.wsj.com/articles/how-long-can-bmw-resist-teslas-pull-11628005314
上面那句話說的挺好. 財測是高層對未來營運做預估的一種方法. 之前放掉一家公司, 就是因為公司的營收預估一直做得不好, 加上也還有比它更好的公司.
🌻上週做的功課與閱讀
上週花比較多的時間在看公司的財報結果. 功課反而有些亂掉了. 不過還是整理了一下看到的一些資訊:
https://makingsenseofusastocks.blogspot.com/2021/08/blog-post.html
🌻PayPal(PYPL)Q3 2021財報的電話會議內容已經整理好:
https://drive.google.com/file/d/1N64aPdl4fVybdNL5F1tFsj_YKWBnywaC/view?usp=sharing
🌻前幾天分享了一些基金經理人挑股的邏輯: 看趨勢, 找產業insight, 看商業模式, 把公司拿來跟產業其他對手相比, 看飛輪效應, 看高層&執行力. 有興趣的可以看看.
🌻新冠疫情反撲導致好萊塢影視製作中斷
https://on.wsj.com/3ClUHCx
中文稿中並沒有提到的是, 演藝圈其實跟餐飲業很像, 是人與人間需要近距離相處的產業.
"Hollywood movie and TV sets differ from typical office environments as people are often forced to work in close proximity with one another. Masks and social distancing are sometimes unrealistic, and cast and crew members frequently enter and leave filming locations."
https://www.wsj.com/articles/hollywood-productions-halted-as-covid-19-emerges-on-sets-again-11627551001
🌻美國這幾天目前最紅的亞裔Sunisa Lee.......苗族人(Hmong).
https://www.youtube.com/watch?v=4Qn49CBmd9M
中西部真的挺多. 都有在Wisonsin, Minnesota碰到過.
苗族人定居美國的故事: https://bit.ly/3yxYA50
"大批苗族人在70年代以難民身份來美定居,至今美國苗族人口約有26萬。他們集中在美國中西部地區生活,明尼蘇達州正是 苗族社群的最大聚居地,人口逾6.6萬人,蘇妮莎正是出生於該州首府聖保羅巿(Saint Paul)。蘇妮莎的父母正是來美的難民之一,然而雖然成功逃避戰亂,但至今六成美國苗族人屬於低收入階層,超過四分一更屬貧窮階層。"
The only thing our parents knew was to push us to go to school, get an education and go to college. They never thought that us as Asians could do any extracurricular activities without being judged,” said Amy Vang, owner of Little Luxuries Nail Lounge, where Lee got her nails done ahead of the Olympics. “That’s why Suni’s story has touched so many people…It has opened eyes in the Hmong community, to parents, that you can support your children in whatever they want to do and they can become successful.”
https://www.wsj.com/articles/sunisa-lee-tokyo-olympics-nails-11627737076
🌻Apple TV+的"Schmigadoon"這部片挺不錯........有興趣的話可以看看(尤其是喜歡歌舞劇的讀者).
劇裡面的這首歌我也很喜歡. 與大家分享.
"With All of Your Heart"
https://www.youtube.com/watch?v=39UCSfQwO8E
Pictures: Sleeping Bear Dunes National Lakeshore; 本周發表財報的公司一覽表
同時也有11部Youtube影片,追蹤數超過158的網紅Vivian Hsiao,也在其Youtube影片中提到,Hi friends, I hope you enjoy today's vlog and I wish you all have a wonderful day! About the thumbnail.... hmmm I forgot to take pictures for this pa...
「paul and bear」的推薦目錄:
- 關於paul and bear 在 貓的成長美股異想世界 Facebook 的最讚貼文
- 關於paul and bear 在 Milton Goh Blog and Sermon Notes Facebook 的最佳貼文
- 關於paul and bear 在 Facebook 的最佳貼文
- 關於paul and bear 在 Vivian Hsiao Youtube 的精選貼文
- 關於paul and bear 在 transitionofficial Youtube 的最佳貼文
- 關於paul and bear 在 transitionofficial Youtube 的最佳解答
- 關於paul and bear 在 ATT 4 FUN - PULL & BEAR春夏折扣開跑啦!!! 今明兩天延長 ... 的評價
paul and bear 在 Milton Goh Blog and Sermon Notes Facebook 的最佳貼文
God is Not Like Man
“Pilate therefore went out to them, and said, “What accusation do you bring against this man?” They answered him, “If this man weren’t an evildoer, we wouldn’t have delivered him up to you.” Pilate therefore said to them, “Take him yourselves, and judge him according to your law.” Therefore the Jews said to him, “It is not lawful for us to put anyone to death,” that the word of Jesus might be fulfilled, which he spoke, signifying by what kind of death he should die.” (John 18:29-32 WEB)
Look how the religious leaders of Israel had murder in their hearts but were unable to do it because they were restricted by the Law.
They keep the Law outwardly just for the public eye, and looked for ways to get around the Law to execute their murderous schemes.
While they looked for any loophole to commit murder, God used His infinite wisdom and knowledge to find a way to save mankind.
Under the Law, God said that the soul who sins must die. In Paul’s words, “the wages of sin is death”.
There was only one way for us to be saved because we cannot fulfill the demands of the Law by ourselves. Someone else must die in our place as a substitute.
This person must be a member of mankind, sinless, and his life has to be worthy enough to pay for all the sins of the world.
That is why the only begotten Son of God had to become a man, bleed, and die as our atoning sacrifice for sins.
Today, we are saved, blessed, and favored by God not because of our own obedience towards the Law, but because of the shed blood of Jesus Christ. His sinless, divine blood is a massive overpayment for all our sin debts, purchasing every spiritual blessing of God for us.
I read someone write that “your sin can hinder your prayers”. If that were true, then no Christians would have any answered prayers because we still fail God daily, in thoughts and deeds. We may not be able to live a completely sinless life, but thankfully our prayers are answered based on Jesus’ obedience at the cross. His shed blood is the only reason why we can always enjoy God’s favor.
Let no one deceive you that sin is causing God to ignore your prayers. If God is omniscient, then He already knew all the sins you would commit in your life, and He still chose to let Jesus bear the punishment for your sins at the cross.
What hinders us from receiving God’s promises today is only unbelief. When you have a bad opinion of God and see Him angry, demanding, and unapproachable, you will be unable to freely receive all that Jesus died for you to enjoy.
Paul taught that no one can be justified through the works of the Law. Not before salvation, and not after salvation. God is so gracious that He made us the righteousness of God in Christ when we believed in Jesus as Lord.
Abba God has the perfect, righteous reason to lavish His goodness upon you. Through your prayers of intercession, the people around you are also blessed.
Some well-meaning Christians want to live godly through keeping the Law as a moral guideline, but it only serves to stir up sin’s rebellion in our flesh. They will experience short-lived victories ,only to fall back into sinful patterns when the willpower runs out.
When you place your faith in God after receiving His Word, you will be progressively transformed to live a righteous life. The goal of godly living is the same, but the only way to get there is by beholding Jesus and trusting in Him.
Live by the new and better covenant that is built upon better promises, and you will reign in life through the one Lord Jesus Christ!
The four gospels written by Matthew, Mark, Luke, and John, are full of precious revelations of God’s truths and promises. When you get this four eBook bundle, you will learn the meaning of every one of Jesus’ miracles, parables, words, and deeds. Let this resource replace wrong legalistic beliefs, and position you to receive the abundance of God’s Grace through unhindered faith!
A customer, Linda B, said this about the eBook bundle: “Well worth the money. Wish I had done it sooner. Wonderful study.”
Get “Understand the Four Gospels Through the Lens of Grace” now ===> https://www.miltongoh.net/store/p18/understand-the-four-gospels-through-the-lens-of-grace.html
paul and bear 在 Facebook 的最佳貼文
Live: Luck and Paul - How to make profit during Bear Market?
paul and bear 在 Vivian Hsiao Youtube 的精選貼文
Hi friends,
I hope you enjoy today's vlog and I wish you all have a wonderful day! About the thumbnail.... hmmm I forgot to take pictures for this particular vlog so I guess this peaceful photo works too xd
- Vivian
p.s there's a part II coming soon hehehe :p
and I forgot to mention my outfit, so here you go :)
Top: H&M
Pants: Paul& Bear
Shoes: Alexander Wang
Bag: All Saints
feel free to comment down below and drop a like too xoxo
Instsgram: https://www.instagram.com/callmevivyy_/
paul and bear 在 transitionofficial Youtube 的最佳貼文
Transition 前進樂團 perform an acoustic version of their song 'Jin Tian Wan Shang' on the street in Hong Kong! This video is part of a new series produced in collaboration with WebTVAsia, and Transition are extremely excited to welcome Polar Bear back for this project! Watch each week for a new video!
Teaching Materials for this song (這首歌的教材):https://payhip.com/b/HcKu
Transition 前進樂團在香港的街上表演他們自己創作的歌曲 ‘今天晚上'。北極熊也一起回來參與這個新的節目! www.transition.tk Transition 前進樂團 ALBUM: 無限視野 https://itunes.apple.com/gb/album/wu-... 今天晚上 曲: Jesse Edbrooke, Paul Joshua Edbrooke 詞: Jesse Edbrooke, Paul Joshua Edbrooke
paul and bear 在 transitionofficial Youtube 的最佳解答
Transition 前進樂團 perform a live acoustic version of their song 'Qu KTV Chang Ge'. This video is part of a new series produced in collaboration with WebTVAsia, and Transition are extremely excited to welcome Polar Bear back for this project! Watch each week for a new video!
Transition 前進樂團現場表演他們自己創作的歌曲 ‘去KTV唱歌'。北極熊也是四年以來第一次回來台灣一起參與這個新的節目!
www.transition.tk Transition 前進樂團 ALBUM: 無限視野 https://itunes.apple.com/gb/album/wu-...
去KTV唱歌 曲: Jesse Edbrooke, Paul Joshua Edbrooke 詞: Jesse Edbrooke, Paul Joshua Edbrooke
paul and bear 在 ATT 4 FUN - PULL & BEAR春夏折扣開跑啦!!! 今明兩天延長 ... 的推薦與評價
就是今天!! PULL & BEAR 春夏折扣季正式開始! 快來我們台北ATT4FUN專賣店吧首二日6/20&6/21延長營業 ... ... <看更多>