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In vacation mode. A busy week for earnings, but I hope it will be a week for me to relax.
🌻CPI
"There are four main trends underlying the June inflation report. First are the items where prices fell sharply at the start of the pandemic and that are now returning to their pre-pandemic levels. Second are items where prices have temporarily risen above their pre-pandemic levels due to supply constraints and could come down. Third are items where prices are likely settling at a permanently higher level. And fourth are items where price increases have slowed rather than accelerated as a result of the pandemic, at least for now."
"Increases in owners’ equivalent rents—the Labor Department’s estimate of what homeowners would have to pay each month if they were renting their own home—also haven’t rebounded very far."
"Those prices could pick up in the months ahead, Ms. Bostjancic said, in part due to rapid increases in home prices. It takes about 18 months for a rise in real-estate prices to translate into stronger owners’ equivalent rents, she said.
“That’s one of those categories that needs to catch up following the worst of the pandemic,” she said.
That could add to inflation pressures in the coming months. Shelter costs represent almost a third of the basket of goods and services that the department looks at to calculate overall inflation."
Source: https://www.wsj.com/articles/inflation-hits-some-prices-more-than-others-11626187838
🌻附上本周發表財報公司一覽表.
上週的類股表現, 並不是很好(連大型股都在跌). 看看這周的財報結果會不會有幫助.
🌻針對餐飲業做了些研究. 筆記可在下兩個地方找到.
https://docs.google.com/document/d/1fhdoW1ah60klvwZGvejQ84WNz_EKgMAL_GZURDXsCo4/edit?usp=sharing
https://docs.google.com/document/d/1KOheA9qkAFoC0swFaNZVmnDtwK_hEbXou32FSA4Lqfo/edit?usp=sharing
目前餐飲業的窘境: 餐飲業在各產業中, 薪資較低. 疫情後, 因有人怕被病毒傳染(因為餐飲業是與人高度接觸的行業之一), 或是轉往薪資較高的產業, 或是想找到生活上的平衡(因為餐飲業時間特殊), 或因為家中有幼孩需要照顧, 所以餐飲業人力資源在疫情後反彈的情況, 不若其他產業. 解法? Technology.
Pictures:
1. A Companion of Diana (1724) by Jean-Louise Lemonyne. National Art Gallery (in Washington D.C.)珍藏.
https://www.nga.gov/collection/art-object-page.1272.html
狄阿娜（拉丁語：Diana），羅馬神話中的月亮女神和狩獵女神，眾神之王朱庇特和溫柔的暗夜女神拉托娜的女兒，太陽神阿波羅的孿生姐妹。
https://zh.wikipedia.org/zh-hant/%E7%8B%84%E9%98%BF%E5%A8%9C
2. 點外帶的時候, 看到這張速食店缺工造成不便的告示, 意思就是, 因為缺工, 加上食物都是現做, 難免比之前更慢了. 請不要因此而發脾氣. 很辛苦的餐飲人員.
3. From earningswhispers.com
🌻上周六的估值會議影片, 已經將part 1上傳至YouTube. 股友分享的case study之後會再分享:
https://www.youtube.com/watch?v=qvSFMAKkOo8
謝謝參與的股友們!
🌻整理了一下最近的一些市場狀態(from WSJ):
1. S&P 500很安靜; 從去年10月後, 就沒有超過5%的修正.
(上次SPY那麼安靜, 是在2017時(那時候的安靜期也比現在長), 接下來在2018就有一個劇烈的修正).
2. Russell 2000盤整了一段時間
-->有可能是之前漲多了(或是投資人在觀望經濟前景?); 財報好的話, 或許能繼續推升(the outsize earnings growth by small-caps is expected to continue throughout the year, with Russell 2000 profits projected to more than quadruple (四倍) from a year earlier in the third quarter, while S&P 500 earnings rise above 25%).
The Russell 2000 traded at the end of June at 17.7 times its projected earnings over the next 12 months, compared with 21.5 times for the Russell 1000 large-cap index, according to BofA Global Research.
Analysts at RBC Capital Markets said in a recent research report that small-cap stocks have tended to outperform large-caps when economic growth is above its long-term average. That is expected to be the case this year and next, but potentially not in 2023, they wrote.
“Small-caps being more sensitive to economic acceleration, as that slows down, I think the relative attractiveness of small-caps will subside a little bit,” said David Joy, chief market strategist at Ameriprise Financial Inc.
https://www.wsj.com/articles/small-stocks-look-to-extend-winning-streak-11625650200
3. TINA(there is no alternative to stocks)
因為低利率以及紓困案, 資金充裕, 跑到股市, 但因投資人對經濟前景的不確定性(可能也加上散戶投資人資金充沛), 導致類股輪動劇烈(sharp & swift), 也導致成長股與價值股的正相關性變低(近期兩者是同時在漲)(“You’ve got lots of volatility within the market buy not a lot of volatility of the market.”)
4. 而上周的Fed會議紀錄, 也顯示出官員們開始debate何時要做資金退場的動作.
Fed的動作, 以及接下來的財報季, 會給投資人一個方向. 也要注意labor market(“It hasn’t made enough progress” for the Fed to pull back on stimulus programs”).
5. 目前的一些問題: Delta variant, labor shortage, bottleneck(供應鏈), etc.
🌻Q3的財報季要開始了. 本周由銀行股打頭陣. 附上本周發表公司財報一覽表.
🌻有不少年輕世代, 會利用交友軟體, 來找普通朋友, 不是用軟體來找對象.
In a recent survey of more than 300 members of Generation Z aged 16 to 24 in the U.S., 35% said they have used dating apps to make platonic friends over the past 12 months, according to OnePulse, a consumer insight app and web portal, which conducted the poll for The Wall Street Journal. Nearly 27% said they used dating apps to make friends because they were lonely in lockdown. More women than men—39% vs. 29%—said they used dating apps to make platonic friends.
Looking for a Friend Without Benefits? Try Match, Bumble and Tinder.
https://www.wsj.com/articles/looking-for-a-friend-without-benefits-try-match-bumble-and-tinder-11625675336
Picture: Feeling agitated. 被關了一年多, 其實最想去的地方之一, 是美術館, 或是博物館. 在YouTube上看影片的感覺, 就是跟現場親臨不一樣. Anyway. 從今天開始, 我會把之前從museums拍到的一些照片在這邊分享. 也算是做個回憶. 下面這張是Washington D.C.的National Art Gallery所珍藏的Magnolia: https://www.nga.gov/collection/art-object-page.93464.html
○○の香りがする謎の猫型オブジェを発見してしまったネコ吉です。
毎年お馴染みのちょっとクールな反応でしたが、「となりのボス吉」から「フーテンのボス吉」にグレードアップすると、少しだけスリスリしてくれました(^-^;
来年は何を作ろうかな‥
☆動画を見て頂き有難うございます☆
当チャンネルでは二匹の猫（ネコ吉＆ボス吉）の楽しい日常や、モノ作りが大好きな飼い主ドラ吉のDIY動画等を公開しています。基本的にお昼に公開しているのがショート動画で、夜に公開しているのがメイン動画です。
皆様に楽しんで貰えるような動画をどんどん作っていきますので、是非チャンネル登録をお願いします。
Thank you for watching our videos. On this channel, we have uploaded happy daily life videos of the two cats and DIY for Cats videos. If you like the videos, please register this channel by all means.
【Pastel Cat World】メインチャンネル
https://www.youtube.com/channel/UCq_TsRds1PuHzPfLoSqGyZw
【Pastel Cat World Ⅱ】セカンドチャンネル
https://www.youtube.com/channel/UC7xW_s3Sk3WrNGDTn4_pEhA
【ネコ吉ワールド】（公式HP）
http://xn--tck8b540n.com/
【インスタグラム】
https://www.instagram.com/pastelcatworld/
【TopBuzz】https://www.topbuzz.com/user/6618771975987511302/publish
【ネコ吉LINEスタンプ】
https://store.line.me/stickershop/author/132599
【Eng CC】と言う表記について
一部の動画のタイトルやサムネイルに入っているEng CCと言う表記は、その動画が英語字幕に対応している事を表しています。
Eng CC対応の動画では、動画再生画面右下の字幕アイコンをクリックする事で、英語字幕のオンオフが出来ます。
【当チャンネルで使用させて頂いている楽曲の提供サイト様】
DOVA-SYNDROME https://dova-s.jp/
甘茶の音楽工房 https://amachamusic.chagasi.com/
HURT RECORD https://www.hurtrecord.com/
魔王魂 https://maou.audio/
TAM Music Factory https://www.tam-music.com/
MusicMaterial http://musicmaterial.jpn.org/
OtoLogic https://otologic.jp/free/onerous-contract.html
MusMus https://musmus.main.jp/
Epidemic Sound https://www.epidemicsound.com/
先日公開した動画「ボス吉ファーミネーター」に登場した猫型オブジェ、となりのトト‥ではなく、「となりのボス吉」制作の様子です。
途中、万能ボンドでしっぽが溶けてしまうアクシデントもありましたが、ふと思いついたアイデアを実際に形にしていく工程はとても面白く、猫毛の無限の可能性を感じる事の出来た今回のアート制作でした(^-^;
毛の貼り付け方など、まだまだ改善の余地もありそうなので、また機会があれば更なる芸術に挑戦してみたいと思います！
ネコ吉の反応についてはまた別の動画でお送りします。
【動画で使用したアイテム】
HAKKO スチロールカッター 電池式 https://a.r10.to/hD4SYa
☆動画を見て頂き有難うございます☆
当チャンネルでは二匹の猫（ネコ吉＆ボス吉）の楽しい日常や、モノ作りが大好きな飼い主ドラ吉のDIY動画等を公開しています。基本的にお昼に公開しているのがショート動画で、夜に公開しているのがメイン動画です。
皆様に楽しんで貰えるような動画をどんどん作っていきますので、是非チャンネル登録をお願いします。
Thank you for watching our videos. On this channel, we have uploaded happy daily life videos of the two cats and DIY for Cats videos. If you like the videos, please register this channel by all means.
【Pastel Cat World】メインチャンネル
https://www.youtube.com/channel/UCq_TsRds1PuHzPfLoSqGyZw
【Pastel Cat World Ⅱ】セカンドチャンネル
https://www.youtube.com/channel/UC7xW_s3Sk3WrNGDTn4_pEhA
【ネコ吉ワールド】（公式HP）
http://xn--tck8b540n.com/
【インスタグラム】
https://www.instagram.com/pastelcatworld/
【TopBuzz】https://www.topbuzz.com/user/6618771975987511302/publish
【ネコ吉LINEスタンプ】
https://store.line.me/stickershop/author/132599
【Eng CC】と言う表記について
一部の動画のタイトルやサムネイルに入っているEng CCと言う表記は、その動画が英語字幕に対応している事を表しています。
Eng CC対応の動画では、動画再生画面右下の字幕アイコンをクリックする事で、英語字幕のオンオフが出来ます。
【当チャンネルで使用させて頂いている楽曲の提供サイト様】
DOVA-SYNDROME https://dova-s.jp/
甘茶の音楽工房 https://amachamusic.chagasi.com/
HURT RECORD https://www.hurtrecord.com/
魔王魂 https://maou.audio/
TAM Music Factory https://www.tam-music.com/
MusicMaterial http://musicmaterial.jpn.org/
OtoLogic https://otologic.jp/free/onerous-contract.html
MusMus https://musmus.main.jp/
Epidemic Sound https://www.epidemicsound.com/
Horizon Zero Dawn PC A Gift From the Past - No Reaction
Main Quest: timeline
0:20 Go into the Cave
0:47 Examine the Strange Object
1:50 Find a Way out (Toggle the Focus by pressing V)
2:12 Use the Holo Lock
2:30 Return to the Door
2:32 open the door
2:45 Scan the Device
INCLUDES:
• Horizon Zero Dawn
• The Frozen Wilds expansion
• Carja Storm Ranger Outfit and Carja Mighty Bow
• Carja Trader Pack
• Banuk Trailblazer Outfit and Banuk Culling Bow
• Banuk Traveller Pack
• Nora Keeper Pack
• Digital art book
RECOMMENDED:
Requires a 64-bit processor and operating system
OS: Windows 10 64-bits
Processor: Intel Core [email protected] or Ryzen 5 [email protected]
Memory: 16 GB RAM
Graphics: Nvidia GeForce GTX 1060 (6 GB) or AMD Radeon RX 580 (8GB)
DirectX: Version 12
Storage: 100 GB available space
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