🌻美國生活
越接近八月底, 早晚的溫差越來越大了. 現在到了晚上, 要穿上長袖長褲, 才覺得保暖. 而空氣也跟夏季的感覺起來不同了. 不那麼潮濕, 而有著較爽脆的感覺(英文是用crisp air來形容).
秋天也是菊花的季節. 超市也開始賣起了菊花. 各種顏色的菊花, 大大小小, 排在一起挺漂亮(照片1-3).
🌻疫情受惠科技成長股Zoom(ZM), Crowdstrike(CRWD)昨天跟今天發表財報了. 還是脫離不了魔咒(就是跌).
ZM還沒看. 不過稍微看了CRWD一下. Loss from operations有增加; 有提高全年度的財測. 有空的話, 會在另外一篇寫一下CRWD.
🌻前一陣子一家專門販售燕麥奶(oat milk)的公司, Oatly(OTLY)上市了.
上週去買菜的時候看到, 有好多種oat milk上架. 這還不是在Walmart(覆蓋範圍較大的連鎖超市). 請見第四張照片.
挑股時, 要常問自己的一句話就是, 一家公司的競爭優勢在哪裡.
競爭優勢:
https://wiki.mbalib.com/zh-tw/%E7%AB%9E%E4%BA%89%E4%BC%98%E5%8A%BF
🌻本周做的功課與閱讀
--目前的幾個危機與轉機
1. 西部港口又塞住了-->影響到供應鏈-->影響到零售業&年底購物季? 實體商品也會有cost pressure
2. Delta variant-->九月開學, 回去上班-->九月中疫情再惡化? 是否會影響到股市? 是否會影響到labor market? 九月後trading volume也會增加.
3. 失業救濟將於九月結束;九月學校開學, 家長回去上班-->會壓抑薪資的上漲-->舒緩通膨壓力
--關於大盤
The fact that the selloff petered out so quickly only increases the odds that the next one, whenever it arrives, could be even more violent. “The selloff has come and gone, and equities back at new highs will merely encourage more of the investor behavior that historically precedes larger fragility shocks,” Asis explains.
幾個可以注意的時間點:
9月初: ADP, 非農
9月初~9月中: 持續關注疫情相關新聞
09/21-22: Fed meeting
09/27前: 基建案相關新聞
--投資idea
全世界現在風不調雨不順. 一個氣候變遷的投資題材, 就是水資源了 (怎麼沒想到, 水也是原物料(commodity)的一種.)
Water Is Getting More Expensive. That’s an Opportunity.
At least 50% of the stocks listed in each of the four major U.S. stock indexes are in industries with medium-to-high water risk, according to an analysis by Ceres, says James.
RBC’s investment framework for water focuses on the names at the “higher end” of what it calls the “water valuation continuum.” Those include firms that have “more embedded water technology” such as Xylem (XYL), Evoqua Water Technologies ( AQUA ), Danaher (DHR), and Mueller Water Products (MWA), Dray says.
相關ETF有PIO, PHO.
其他細節:
https://makingsenseofusastocks.blogspot.com/2021/08/blog-post_31.html
🌻名人勵志話語
愛因斯坦:不是因為我有多聰明,而是我和問題相處比較久
It's not that I'm so smart; it's just that I stay with problems longer.
在某種程度上而言, 投資是極為需要耐心的一種活動. 常常有些答案, 不是找不到, 而是自己有沒有耐心與用心. 這跟聰不聰明其實沒有關係.
照片來源: http://swedenborgstudy.org/1039.html
同時也有51部Youtube影片,追蹤數超過58萬的網紅Helen's Recipes (Vietnamese Food),也在其Youtube影片中提到,Curry bread is a popular Japanese food. It consists of Japanese curry wrapped in a piece of dough, which is then coated in bread crumbs and deep fried...
「pho stock」的推薦目錄:
- 關於pho stock 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於pho stock 在 Crisp of Life Facebook 的精選貼文
- 關於pho stock 在 Crisp of Life Facebook 的精選貼文
- 關於pho stock 在 Helen's Recipes (Vietnamese Food) Youtube 的最佳貼文
- 關於pho stock 在 Helen's Recipes (Vietnamese Food) Youtube 的最讚貼文
- 關於pho stock 在 Cooking with Dog Youtube 的最讚貼文
- 關於pho stock 在 How to Make Quick Beef Pho with Jet Tila - YouTube 的評價
pho stock 在 Crisp of Life Facebook 的精選貼文
Come and join the Vietnam Food Fair at The Shark Food Court in Jalan Burmah on 29 and 30 December 2018 (10 am - 8 pm).
Explore and enjoy Vietnam cuisine, get a quick fix of your favorite Pho, stock up some Vietnamese goodies without the needs to travel physically to Vietnam!
pho stock 在 Crisp of Life Facebook 的精選貼文
Come and join Vietnam Food Fair at The Shark Food Court in Jalan Burmah on 29 and 30 December 2018 (10am - 8pm).
Get a quick fix of your favorite Pho, stock up some Vietnamese goodies without the needs to travel physically to Vietnam!
pho stock 在 Helen's Recipes (Vietnamese Food) Youtube 的最佳貼文
Curry bread is a popular Japanese food. It consists of Japanese curry wrapped in a piece of dough, which is then coated in bread crumbs and deep fried
► Ingredients:
100gr onions
150gr potatoes
100gr carots
150gr chicken breast
cooking oil
garlic
salt, pepper, stock power
15gr butter
curry powder
2 eggs
Wheat flour
Bread crumbs
►Full recipe | Xem công thức đầy đủ : https://helenrecipes.com
► GET MY COOKBOOKS | Đặt mua sách nấu ăn của Helen http://helenrecipes.com/cookbook/
►Subscribe for NEW VIDEO EVERY FRIDAY (Turn on the BELL icon to get notified for new uploads) | Đăng ký kênh & ấn vào chuông để nhận thông báo khi có video mới: https://bit.ly/36S0p0I
►Items in my kitchen: https://amazon.com/shop/helenrecipes
►Các sản phẩm trong bếp nhà Helen: https://shopee.vn/m/Helenrecipe
►My Instagram: http://instagram.com/helenrecipes/
►Facebook | Cập nhập ý tưởng nấu nướng mỗi ngày https://www.facebook.com/Helenrecipes
► Support on Patreon https://www.patreon.com/helenrecipes
►Some of your favorites | Các video được yêu thích nhất:
Best ever Pho Recipe | Phở: https://youtu.be/EpRBxau3ou0
Original Bun Bo | Bún Bò Huế: https://youtu.be/4222YFNqDP8
Vietnamese Baguette | Bí Kiếp Bánh Mì Gia Truyền: https://youtu.be/Dz9r3vNRxPA
Cooking with Grandma | Vào Bếp cùng Ngoại: https://youtu.be/UkZL4Dkjqpg
All Vietnamese desserts | Các món tráng miệng https://bit.ly/3rAMEvn
Everyday family meals | Bữa cơm gia đình https://bit.ly/3jzuiZ0
Music from Youtube music library
#HelenRecipes #vietnamesefood #currychickenbread

pho stock 在 Helen's Recipes (Vietnamese Food) Youtube 的最讚貼文
Served with bread, this stew is a very nutritious main course and easy to cook at home.
► Ingredients:
Beef shank
Fresh lotus root
Jujube
Ginger
Garlic
Condensed milk
Miso annatto
Cooking wine
Soy sauce
Stock powder
Pepper
Lemongrass
Cooking oil
►Full recipe | Xem công thức đầy đủ : https://helenrecipes.com/braised-beef-shank-with-lotus-root-bap-bo-ham-cu-sen/
► GET MY COOKBOOKS | Đặt mua sách nấu ăn của Helen http://helenrecipes.com/cookbook/
►Subscribe for NEW VIDEO EVERY FRIDAY (Turn on the BELL icon to get notified for new uploads) | Đăng ký kênh & ấn vào chuông để nhận thông báo khi có video mới: https://bit.ly/36S0p0I
►Items in my kitchen: https://amazon.com/shop/helenrecipes
►Các sản phẩm trong bếp nhà Helen: https://shopee.vn/m/Helenrecipe
►My Instagram: http://instagram.com/helenrecipes/
►Facebook | Cập nhập ý tưởng nấu nướng mỗi ngày https://www.facebook.com/Helenrecipes
► Support on Patreon https://www.patreon.com/helenrecipes
►Some of your favorites | Các video được yêu thích nhất:
Best ever Pho Recipe | Phở: https://youtu.be/EpRBxau3ou0
Original Bun Bo | Bún Bò Huế: https://youtu.be/4222YFNqDP8
Vietnamese Baguette | Bí Kiếp Bánh Mì Gia Truyền: https://youtu.be/Dz9r3vNRxPA
Cooking with Grandma | Vào Bếp cùng Ngoại: https://youtu.be/UkZL4Dkjqpg
All Vietnamese desserts | Các món tráng miệng https://bit.ly/3rAMEvn
Everyday family meals | Bữa cơm gia đình https://bit.ly/3jzuiZ0
Music from Youtube music library
#HelenRecipes #vietnamesefood #vietnameserecipes #

pho stock 在 Cooking with Dog Youtube 的最讚貼文
We are making Pho, a much-beloved Vietnamese soup. Using chicken wings and aromatic vegetables, we'll make a delicious soup quickly and easily. This soup is lightly seasoned but exceptionally tasty. It goes well with the flat rice noodles, and it is very delicious!
How to Make Chicken Pho
https://cookingwithdog.com/recipe/chicken-pho/
(serves 2) Cook Time: 50 minutes
[Broth]
800ml Water (3.38 cups)
3 Chicken Wings
1 Chicken Thigh, trim off the excess fat, net weight 240g/8.5 oz
3 slices Ginger Root
3 Garlic Cloves
1/2 Onion, cut into 1 cm slices across the grain
Coriander Roots, or coriander stalks
1 sheet Dashi Kombu Seaweed, 10x5cm/3.9x2 inches
2 tbsp Sake
1 tsp Chicken Stock Powder (Granulated)
1 tbsp Nuoc Mam, Vietnamese pungent sauce made from fermented fish, substitute: nam pla (Thai fish sauce)
1 tsp Salt
[Noodles]
150-200g Dried Rice Noodles (5.3-7.1 oz)
[Toppings]
1/4 Red Onion, sliced
Salted Fresh Wakame Seaweed, check out our seaweed salad to remove the salt. https://youtu.be/SSv4DUPHGUo
100g Moyashi Bean Sprouts, lightly boiled (3.5 oz)
Coriander Leaves
Spring Onion Leaves, chopped
1/4 Lemon, or lime
Black Pepper
Hot Chili Sauce, packaged
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You might also enjoy ...
Wakame Salad
https://youtu.be/SSv4DUPHGUo
Sanma Takikomi Gohan
https://youtu.be/cpHcYVT6Ovo
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#pho #chickenpho #recipe
Music courtesy of Audio Network

pho stock 在 How to Make Quick Beef Pho with Jet Tila - YouTube 的推薦與評價
... small bowls Ingredients Pho Stock : 2 tablespoons (30 g) beef bouillon or base 1 tablespoon (15 g) Vietnamese fish sauce 1 tablespoon (15 ... ... <看更多>