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#處長的日常
一個人的思維能力與他喝的咖啡量成正比。
——英國法學家詹姆斯·麥金托什（ Sir James MacKintosh ）
最近鐵處長對TGC 台灣咖啡莊園
的 #2021金馬奇幻影展 系列特別走心，
濃濃的果香味，
中烘焙的義式風味，
甘醇順口。
咖啡迷人之處在於它在空氣中瀰漫的香氣，
每一天一杯咖啡開啟腦波，
開始美好的心情。
生活中不能沒有它的請舉手🙋♀️🙋♂️
https://www.tgc-coffee.com/
🌻高速成長股的跌幅
這幾年, 越來越多人投資成長股, 尤其是高速成長股, 是一件很好的事情. 但很多投資人應該只看到高速成長股帶來的漲幅, 卻沒看到另一面.
一位分析師做的研究: 除了dot.com那時候的大跌, 其他時候, 高速成長軟體股的跌幅平均是25-27%.
下圖是截至05/17的跌幅(未包括SPAC). 是-37%.
成長股很受到投資人的青睞, 也很容易變成動能股. 當動能失去的時候, 就像重力加速度一樣, 跌速跟跌幅會很快很大.
投資成長股, 尤其是高速成長股, 對我來說, 要不就是佛系, 要不就是練盤感&操作. 可以看適合自己的方法&投資的目標是甚麼(而其實成長股經過去年的大漲幅, 大跌前的估值也已經很高了).
一位財富已自由的財經名嘴的名言:
"Discipline trumps conviction." (紀律勝過信念)
可以跟這句放在一起看:
"I learned that you may be right, but if enough people believe you're wrong the markets can really hurt you." --BlackRock bond chief Rick Rieder
至於成長股還能不能買呢? 可以參考下面這兩段:
While tech stocks have taken the biggest hit from rising inflation concerns, some investors see the recent retreat as an opportunity to buy fast-growing companies.
“Within tech, there are still some companies that look very cheap,” said Jane Shoemake, client portfolio manager at Janus Henderson Investors. “If you believe in the longer-term trends supporting these companies, you should be buying.”
https://www.wsj.com/articles/global-stock-markets-dow-update-05-18-2021-11621323328
🌻FTCH, FVRR, PINS, PYPL, ROKU電話會議內容已整理好. 可到部落格那邊去看: https://makingsenseofusastocks.blogspot.com/
之前先錄了一段影片, 解釋我是怎麼做財報內容&電話會議內容整理的: https://youtu.be/vvkrs6CiWdw
🎯上次有提, 九月份會來做年報財報的導讀. 現在台灣的疫情那麼嚴重, 我有考慮在這個周末來進行, 這樣有興趣的讀者可以利用宅在家的時間來學習. Anyway. 如果決定提早做的話, 我週四會將訊息貼在這邊.
🌻關於市場
Markets are likely to be volatile until additional economic data provides a clearer picture, said Seema Shah, chief strategist at Principal Global Advisors. “I don’t think we could know anything really about which way inflation is going to go until September, but the market is unable to wait that long.”
https://www.wsj.com/articles/global-stock-markets-dow-update-05-20-2021-11621496568
🌻關於cryptocurrency
“[Cryptocurrency] is no longer an asterisk for the general market,” Ms. Krosby said. “It seems like it’s becoming very much part of the general market, and questions whether or not the selloff in bitcoin is representative of concerns over risk-on risk-off over the larger market.”
https://www.wsj.com/articles/global-stock-markets-dow-update-05-20-2021-11621496568
🌻營運分析: 如何看一家公司在疫情後有沒有失去競爭力?
The bounceback was largely to be expected after a dismal comparable quarter last year, when stores had to close due to Covid-19 restrictions. A comparison to pre-pandemic numbers yields a more sober outlook: Measured against the same quarter in 2019, Kohl’s net sales declined 4.2%, while comparable sales at Macy’s fell 10.5%.
One positive surprise was a turn to profitability for the two department store giants; analysts polled by FactSet had expected a net loss from both. But that was partly thanks to factors outside of the retailers’ control: Port congestion has led to less inventory across the apparel industry, leading to more full-priced selling. Inventory declined 25% at Kohl’s compared with a year earlier and fell 14% at Macy’s.
Kohl’s shares fell 10% after it reported Thursday, and Macy’s is down around 5% since reporting earlier in the week. Yet they are both trading at prices higher than pre-pandemic levels.
That seems hard to justify. The truth is that department stores were losing customers before and during the pandemic, and will probably continue to do so after it. While Kohl’s and Macy’s sales remain below pre-pandemic levels, off-price and big-box retailers have seen their apparel sales increase. At TJX’s Marmaxx division, which houses T.J. Maxx and Marshalls, sales in the quarter ended May 1 were up 14.4% compared with the same period in 2019. Target’s apparel sales grew 29% over the comparable period.
https://www.wsj.com/articles/return-to-normal-not-good-enough-for-department-stores-11621530127
🌻通膨. The magic number 4.
Mackintosh 表示，經濟復甦提高通膨也有利股市，聯準會 (Fed) 在這個階段也很樂意忽略通膨，因為經濟成長正是政府想要的。但當通膨進一步上升，壓縮到股票報酬率時， 4% 通膨率將成為關鍵點。
據統計自 1957 年標普 500 指數創立以來，美國曾有 9 次通膨率高於 4%，這其中的 8 次，股市在 3 個月後下跌。只有 2005 年突破 4% 又隨即回落，因而未影響大盤。
https://news.cnyes.com/news/id/4647748
WSJ原文在此:
https://www.wsj.com/articles/inflations-magic-number-is-four-11621355006
🌻附上本周發表財報的公司一覽表(在下方留言處)
🌻專門介紹美國豪宅的YouTuber。宅在家沒事可以欣賞一下。
https://m.youtube.com/user/enesyilmazer
Pictures: from earningswhispers.com; It's always a pleasant surprise when animal friends visited. This time, three in a low.
一次有三隻鹿來拜訪.
影片: https://youtu.be/TxLTGe9IdWA
※蝦皮免運費
毎日持續上架商品喔
防寒對策
品牌保暖大衣外套系列
今天上架六件
極為保暖的大衣與外套
近期氣溫都低的可怕
又濕又冷的
沒有一件保暖的衣物
十分危險
六件都來自知名品牌
尤其是BURBERRY
AQUASCUTUM
在台灣非常有人氣的兩個品牌
而每件的樣式版型
都大大的不同
每件穿起來的感覺
也都很有趣
有像維京人的
也有美式休閒的
甚至可愛的小紅帽
營造出各式各樣的風格
品項狀況都很好
歡迎私訊詢問唷！
VINTAGE
SHEEPSKIN
MOUTON
(MADE IN ENGLAND)
SIZE UK40
NT$4290
MACKINTOSH
QUILTING WOOL
JACKET
(MADE IN SCOTLAND)
NT$2290
BURBERRY
SHORT DUFFLE
COAT
(MADE IN ENGLAND)
NT$4990
70~80’S
AQUASCUTUM
WOOL COAT
(MADE IN ENGLAND)
NT$5990
00’S
VERVE
FLEECE JACKET
(MADE IN USA)
SIZE M
NT$2490
80’S
GLOVERALL
DUFFLE COAT
(MADE IN ENGLAND)
SIZE US38
NT$1990
BASE1
HP: http://www.base.com.tw
蝦皮賣場: https://shopee.tw/baseone1972
LINE ID:baseone1
網路販售同步中
📍台北市中山區中山北路二段16巷4號1F
☎︎0966588731
🚉中山捷運站4番出口
mackintosh台灣 專櫃2022-精選在臉書/Facebook/Dcard上的焦點新聞和熱門話題資訊，找mackintosh台灣專櫃,mackintosh台灣,mackintosh風衣,mackintosh ... ... <看更多>
mackintosh台灣 專櫃2022-精選在臉書/Facebook/Dcard上的焦點新聞和熱門話題資訊，找mackintosh台灣專櫃,mackintosh台灣,mackintosh風衣,mackintosh ... ... <看更多>
mackintosh台灣 在 [分享] 男女時尚風（雨）衣- MACKINTOSH - 看板fashion - 的推薦與評價
最近看了不少人提問或分享各類外套、風衣、大衣，剛好這幾天濕冷的天氣也夠了！我就來湊熱鬧分享一個大概在臺灣沒幾個人聽過的英國百年風（雨）衣品牌 - MACKINTOSH，剛好網路上也有人介紹，就轉載分享給大家在這種天氣裡另一個穿衣選擇囉~（我自己就有兩件了！XD）
說到防風防雨的外套，就不得不提英國- 這個常年多雨濕冷的國度，造就出許多享譽國際的防風防雨外套品牌，諸如Burberry、Aquascutum、Barbour這三個英國皇家御用品牌，特別是B牌和A牌的格紋雙排扣風衣（trench coat）最為經典！（到現在這兩家都還在爭誰是第一個發明防潑水的trench coat）。不過它們的風衣最多只能做到「防潑水」或「抗水」（water resistant），如果要達到「防水」（waterproof）等級，就更不能不提MACKINTOSH了！（PS. 以前可沒GORE-TEX或其他機能化纖，都是用純天然動植物材質，如羊毛、棉等）
繼續閱讀：https://goo.gl/Rn9OF
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