🌻另一個Zoom會議(第二次貼......有補上一些內容)
繼上次的年報導讀會議後, 讓我們再做另一個會議! 這次很榮幸邀請到一位對估值很有見解的股友前輩來帶大家了解估值(恩, 這次我會是主持人, 不是主講人).
主題: 估值(valuation)分享會(Cat: 這不算基礎的估值會議)
主講人: 小揚(from安泰價值投資)
https://www.facebook.com/antaiinvestment (此為小揚的粉絲頁)
參與者: 具基本估值能力. 若打算參加者, 請事先跟我(請私訊)提出一個關於估值的case study, 到時候可在會議中分享(最好是以投影片形式呈現, 這樣到時候好跟大家分享). 若有估值的問題, 也可以提出.
Case study可以是美股, 也可以是台股.
時間: 台灣時間07/10 (周六)晚間9點.
預計一個小時(不會像上次那樣冗長了😅): 前30分鐘由小揚做分享, 後30分鐘大家分享估值案例&提問
進行方式: 以Zoom進行(之後會私訊會議資訊給參與者)
🌻Morgan Stanley Mid-year Investor Outlook: A tricky transition
https://www.morganstanley.com/ideas/midyear-2021-global-markets-outlook
🌻在您投資生涯中, 有沒有一些觀念讓您受用很多?
下面這位投資名人的好觀念影響我很深. 他的意思是, 一般投資人, 只要能説出三個買一家公司的理由, 就很夠了. 這也迫使我, 每次在買股票時, 問自己對這家公司的了解有多少. 也會去衡量公司的優點與缺點在哪裡.
"It is vital (重要的) that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks."
全文在此:
Jim Cramer: In Times Like This, Go for the Easy Money
Look at the stocks you own. Can you tell me why you've got them? If you can't answer the following three questions, then have a look at several I like right now.
We've endured the meme stock craziness, with all of its love for heavily shorted stocks. We have watched the collapse of bitcoin to levels viewed as shocking, even if they are still more than double where they were not that long ago. We've dealt with Fed officials making it clear that they are no longer on the side of the bulls or the bears. They are on the side of job growth, but are wary of inflation. We've seen the end of the rush to get vaccines, which means that millions of people are going to get the new COVID variant, because there is no natural immunity to it. We've watched as the hopes for an infrastructure bill have collapsed. We've endured shortages of everything from chips to plastic to imported goods and labor.
And we're still standing, yeah, yeah, yeah.
Yep, we are in one of those halcyon moments, where the masks are off -- even if they shouldn't be -- and Americans are back doing what they do best: consume, spend, go out to eat and then consume and spend some more.
There are times in the stock market where the collective mindset is revealed. This is one of those times: Things are cool, it's not a big moment, there's no real news for a bit, it's the historically strong period and we can reach some conclusions about where we are.
When things are like this, it is important to remember that buyers like to revert to tried-and-true companies that thrive no matter what. These are companies that have an edge and are better at what they do than other companies.
You know that I am a great believer in index funds, that the average person doesn't have the time or the inclination to research individual stocks. It's a difficult barrier. I think you need to make time to read the quarterly report and listen to the conference call, to Google articles and, if possible, get some research about the companies you own. It is vital that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks. I am reminded by this, because, once again, without a mask, I can be recognized and if I am not holding "Nvidia the Second," I can carry on a conversation.
I have had many in the last two weeks and when I have asked this litany of questions, I find myself at a loss as to why almost no one knew what they owned. But they thirsted for individual stocks, because they, like me, think things are better post pandemic. No, that's not a facetious comment. Many, many stocks did better with a stay-at-home economy. A huge number.
So what do I do? I revert to what others do when you are stumped about how to stay in touch with stocks, but want to do less homework. That means buying stocks that are accessible, not stocks like Unity (U) or Snowflake (SNOW) or Twilio (TWLO) or Okta (OKTA) .
I revert to normal businesses people know and I suggest they Google some articles, peruse the conference call, but, above all, like the company's products so you can buy more if it goes down.
Here's some that I have been telling people I like:
First is Ford (F) . I think the Ford lineup is amazing. The electric F-150 series will be incredible. I am eager to get a Maverick for my family, because it is a smaller pickup that will get the job done for the myriad little things I need to do with this farm I bought from that crazy bitcoin foray. I like the competitive edge of the CEO, who says he is going to bury Elon Musk when the Lightning comes out. I even think the Bronco is cool as all get out. Most important, though? I think the chip shortage is ending. My semiconductor friends are telling me the foundries are producing more feature-rich chips and that means Ford can pump out the trucks small business people love and need. Plus, the used car prices at last have plateaued, according to their most important pricing index. Halcyon times.
Second, Costco (COST) : The samples are coming back. Tell me you don't love the samples. You need things in bulk. You want low prices. You want to get all of the things that people don't think of with Costco, like insurance, hearing-aids -- hey, they are a fortune -- jewelry, things around the house. You go and you will buy far more than you first came for. My kind of store.
The kids love this American Eagle Outfitters (AEO) , which we just bought for my charitable trust, which you can follow along by joining the Action Alerts PLUS club. Jay Schottenstein, the CEO, came on "Mad Money" recently and it's clear that his Aerie model has real staying power: 26 consecutive quarters of double digit growth. No flash in the pan, that one. Number one brand in jeans for the 15 to 25 year old group. The best in the mall. How did I know this? I see the credit card bills.
I got up this morning to do my physical therapy. I have been doing it ever since I hurt my back in February. I have this really cool pair of sneakers that fit me perfectly and I love them, but I am fortunate enough to have a vacation house and I am always taking those shoes with me.
So I went on Amazon (AMZN) this morning and lo and behold I saw them for half price. I bought two pairs. Then I went over everything I have bought in the last year and got a bunch of those things. Then I bought a pair of binoculars, because mine were stolen. I paid half price.
Yep, Amazon's universal. I was talking to Alexa, while I was ordering, getting some new music on, asking questions. I saw that despite all of the Sturm und Drang of Amazon being late with things, all the delivery dates were within range. I didn't click on any ads, and I didn't need the speed of Web Services, but the whole thing reminded me about how special the darned company is. I don't care if it's ahead or behind plan for the moment. I would just buy some more when it goes down.
Finally, Apple (AAPL) . I think people who don't own Apple should look what they are holding at this very moment. Yes, right now. Or look at what's in your lap or on the table besides your fork. And then think about the bill you paid last night without knowing it. Think about what you bought in the App store yesterday. Think about what would happen if it would break or get stolen or, left in the Uber (UBER) , or heaven forbid, be dropped into the pool or in the, yes, toilet.
There, that's what you buy in halcyon times. Stocks of companies you know that if they go lower, because things get less halcyon, you are fine with it and buy more. If things go up, believe me, you will participate.
So accept the moment. Don't try for the hard money. Go for the easy kind. That's the best kind.
https://realmoney.thestreet.com/jim-cramer/jim-cramer--15692051
Picture: 牡丹(peony)花開. 恨不得院子裡有一塊地是牡丹園.
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it's cool意思 在 孟買春秋 Facebook 的最佳貼文
★★★本日實用單字★★★
如果 dissect 政客說的每句話,很快就可以發現他們是白痴,菲爾說。
我老早就知道,還要你說!本人十分驕傲地回他。
所以台北市長經過一夜思考,做了跟別人一樣的決定?菲爾有點不解。
對啊,我說。
Oh he's such a tool,菲爾說。
****************
tool 這個字大家都知道,不過我倒是不知道可以這樣用。是個很英式的用法,常用在政治人物身上,說某人是個 complete tool, utter tool,白痴的意思。
我找了 tool 除了工具外的解釋,真是太太太太適合檳榔了!over-inflated ego,總喜歡 get un-due attention for himself 而且 in his deluded state, he will think it's going to make him look cool, or make others want to be like him!請大家好好看一下解釋,根本是檳榔的最佳寫照!
****************
dissect: methodically cut up (a body or plant) in order to study its internal parts.
tool: a guy with a hugely over-inflated ego, who in an attempt to get un-due attention for himself, will act like a jackass, because, in his deluded state, he will think it's going to make him look cool, or make others want to be like him. The person may even insincerely apologize later on, but only in an attempt to get more attention, or to excuse his blatantly intentional, and unrepentantly tool-ish behavior.
it's cool意思 在 朱成志的華山論劍 Facebook 的最佳貼文
朱敬一將波頓的回憶錄感想,寫得很好,要簡單了解川普,這個摘要不錯。要了解過去三年台美中關係,、11月大選後川普、拜登當選的可能方向,這是一個好的參考資料
朱敬一的書評
汩羅江畔寫心得 —
評論 Bolton 新書 “The Room Where It Happened: A White House Memoir"
************************
美國前國家安全顧問 John Bolton 的新書 "The Room Where It Happened" 幾天前上市,實體與網路銷售皆大賣,據報導他的版稅收入大概至少有幾千萬元。該書還沒有中譯版,所以不知道中文書譯名為何。此書撰寫是「敍事序時體」,每一章按國安事件的主題切分,例如土耳其、委內瑞拉、中國等,然後就各個主題,再依事件時序記述其發展。這樣做實為不得不然;因為美國面對的平行事件太多,若同時處理,讀起來會昏倒。
寫書痛批川普,報復性居多
Bolton 在 2018-2019 年在白宮的職稱是 National Security Advisor (NSA),相當於我們政府體制中的「國家安全會議秘書長」。他 2018 年 4 月上任,2019 年 9 月辭職,在職僅一年五個月。NSA 是白宮一級閣員,份量大概與美國國務卿不相上下。NSA 與國務卿都是負責涉外、國安事務,但是由於美國是世界強權,涉外及國安事務的份量幾乎是國內事務的一倍,故 NSA 的重要性幾乎是「左丞相」。
一年五個月任期看起來不長,但是以川普閣員更動速度觀之,Bolton 已經算是任期長的了 (讀者可以與柯文哲小內閣 PK 一下)。Bolton 應該是有做日記或是筆記的習慣,所以他的記載超級詳細。每一次重要會議的開始時間,可以細到「四點十五分」這種刻度,會議的重要出席人員也絕不遺漏。每一次對話誰說了什麼,也幾乎是「可以加引號」那麼精準。所以,我對於書中「記述」的真實性與正確性,幾乎不予置疑。至於偶爾有作者自己的評價,則讀者當然可以自行斟酌。
如果你問,Bolton 寫這本書的目的是什麼呢?我想一方面是賺錢 (幾千幾萬收入吔!),但是也許更重要的,則是吐一口怨氣,紮實地狠搥川普一拳。你看完這本書就能了解,這一年五個月時間「君臣」之間累積了多少怨氣。最重要的是:老闆川普完全沒有令他尊敬之處,也不尊重閣員。孟子兩千年前的描述是「君視臣如土芥,則臣視君如寇讎」。此書讀起來,波頓已經是「必欲揭川普瘡疤而後快」,幾乎是指著鼻子駡。
閣員眾生相,一覽無遺
Bolton 在書裡記載了不少閣員同事,有褒有貶。被他貶抑的包括前國防部長瘋狗 Mattis、現任財政部長 Mnuchin、前駐聯合國大使 Nikki Haley,當然 B 氏駡最多的是川普本人。Bolton 在對話中認同的閣員則包括前白宮幕僚長 John Kelly、現任國務卿 Pompeo。其中,有許多次與川普開會之前之後的「會前交心」或「會後善後」或「如何應付老闆」的對話,都是 Bolton 與 Pompeo 的對談,所以這本書出版之後,我感覺 Pompeo 恐怕會被川普嫌,處境頗為艱難。
多說無益,且讓我將書裡精彩幾句話一一標出,讓沒有時間讀全文的朋友,了解 Bolton 的怨氣。
Bolton 在 50 頁明言,Mattis is our biggest problem。Bolton 說,Mattis 與幕僚在前置討論時從不表示意見,這樣才能在最後階段提出一個「別人沒有辦法仔細評估」的不同意見。如果真是如此,Mattis 這咖其實段數很差,而且玩不久。但是另外一種解讀是:如果國防部長 Mattis 的意見都是在Bolton 主持的會議中講了,Mattis 在川普面前就沒有表現了,而國防部則像是國家安全會議的下轄部會,我想 Mattis 不願意如此。所以,這裡的矛盾,是權力面的,未必是 Bolton 所述人格面的。
在 337 頁,Mnuchin 被 Bolton 形容為擁中 (熊貓) 派。川普說,此人 seemed more protective of US firms that were sleeping with our enemy than of accomplishing the mission we have." Mnuchin 的立場若此,Bolton 不說外界恐怕也不清楚。但是 Bolton 有一點批評我完全同意:美/中之間的衝突,是制度面的,包括中國政府的大量 (黨國不分) 補貼、強迫智慧財產移轉、偷竊營業秘密等。這些因素加起來,形諸於外,才是「貿易順差」等問題。所以,制度是關鍵,貿易只是表相。Mnuchin 老想達成「貿易談判」,拼命阻擋制度問題的討論,擔心那些討論妨礙了貿易談判,這根本是捨本逐末,混淆問題本質。
人權,值幾文錢?
幕僚建議川普對天安門 30週年講話,川普拒絕 (286 頁)。他說:that was 15 years ago (他年代都搞錯,一表相差 15 年,不過不足為奇),who cares about that? 所以天安門死多少人,沒有重要性?Bolton 在288 頁又記載,川普在電話上對習近平說,他可以在新疆建集中營。香港的動亂,川普也主動說,那是中國內政。這些,大概是全書最恐怖的內容。我們從媒體報導以為美國支持香港、譴責新疆隔離,但是 Bolton 說,那不是川普本意。台灣媒體報導了與台灣有關的內容,Bolton 在 286 頁說,川普已經放棄了敍利亞的庫德族,台灣會是下一個嗎?
我想,事情的關鍵,不在於台灣是不是只有「筆尖」大小,不是庫德/敍利亞/台灣/香港/維吾爾之間權衡輕重的問題,而是川普本人的「價值觀」。B 氏批評 (120 頁),川普沒有整體國際戰略,看問題只看零零散散的點 (archipelago of dots)。就川普而言,國際事務像是「一筆筆的不動產交易」。有些人用「生意人」描述川普,我覺得有點羞辱千千萬萬做生意的人。生意人其實也是有血有肉、有感情有關懷。我認為比較正確的描述是:川普錯誤地把國際政治與世界運作,視為一筆筆「買賣」。所謂「美國優先」,其實就只是看「美國年度損益表」。這,才是真正的麻煩。
正因為一切都只看「損益表」,所以 NATO 川普就只盯著 NATO 預算吵,一直要逼德國多出錢。德國是應該多承擔責任,但是不能把事情搞成「你們敢不出錢,我美國就退出 NATO。」難道 NATO 是個買賣?Bolton 在134-135 頁記載,川普要求歐洲諸國增加 NATO 經費,但是不順利,於是打算在 G7 會議時宣布美國退出 NATO。這麼天大的事,事前完全沒有與國安顧問及任何閣員討論,好像只是一件房地產交易的 counter offer,Bolton 失望也害怕,已經打算辭職了;那時他才上任三個月。幸好,G7 會議發言前幾分鐘,川普問 Bolton:Are we going to do it? Bolton 回答:Go up to the line, but don't cross it。川普後來沒有越線,但 Bolton 此事應該已經嚇出一身冷汗。
美國與盟邦關係極差
川普不喜歡多邊組織如 WTO、NATO、WHO,這大家都知道。但是,不喜歡多邊組織,並不表示凡事都要「單邊硬幹」。然而川普就是喜歡單邊硬幹,像是「蝙幅俠」,而不是「豪勇七狡龍」。過去三年,美國得罪了許多盟邦,部分原因是川普的單邊硬幹,部分是因為他的嘴巴。
川普批評歐盟:EU is worse than China, only smaller (98頁)。他這句台詞在不同地方講過多次,我也聽說過,我相信歐洲國家一定聽過,外交上傷害很大。132 頁,川普說 EU 輪值主席 Junker "as a vicious man who hated the U.S. desperately" (132頁)。這話應該也漏到歐盟耳中。EU 對美國這樣駡盟友,極為反感。
不只對盟邦,他對閣員也是極為粗暴。在全書中,不斷有閣員離職,川普從來不讓閣員自己宣布請辭,而永遠是他搶先在 Twitter 上宣布別人「被請辭」。有些閣員情緒激動,川普完全不在乎。 幕僚長 John Kelly 被川普羞辱,氣壞了 (216頁)。他會後對 Bolton 說:I've commanded men in combats, and I've never had to put up with this shit like that." Kelly 是陸戰隊上將,兒子作戰陣亡。會後,K 赴兒子墓地平復心情,然後辭職。什麼叫「視如土芥」?斯之謂也。
川普在週末急著趕走 Mattis (186 頁)。幕僚提醒:快到聖誕節了吔!川普說:下週一才聖誕節,執意在這個週末攆走人。這不是刻意給自己找敵人嗎?也因為如此,Bolton 精心設計離職,比川普 Twitter 早幾個小時宣布辭職,也是用 Tweet。內閣大臣賭氣若斯,恐怕史上少見。
對川普人格,極為不滿
Bolton 全書一再敍述川普的人格瑕疵。第 6 頁,Bolton 說川普 always bizarre。扣除書首標題之類,第 6 頁其實只是正文第 1 頁,就開火了。在 12 頁,Bolton 引述 Charles Krauthammer 曾經對川普的批評,說他的行為 behavior as that of an eleven-year-old boy。但是後來Krauthammer 又修正,說 "I was off by 10 years"。所以,只有 1 歳的水準?我們都知道,1 歲小孩最需要的協助,就是「擦屁股」。這大概是 Bolton 的意思吧。
在 38 頁,川普提到,對外,白宮經常要演 good cop/bad cop 的戲碼。Bolton 說,當然是總統扮 good cop 囉。川普回:the trouble is: we've got two bad cops。所以,川普完全攔不住自己的嘴巴,這樣就根本就沒辦法演戲了。川普說他是個說話的人,「我喜歡說話」。Bolton 描述 (86頁) 例行情報簡報,川普根本沒有用心聽,後來變成他自己講的時間更多。再後來,川普把 security briefing 改為 2 週一次 (209 頁)。但是每次還是他在講,而且內容與 security 無關。
這頗像李登輝會客。某年諾貝爾經濟獎得主 Gerald Debreu 來訪,拜會李總統,計 61 分鐘,D 氏只講了 2 分鐘,李講了 59 分鐘,對諾貝爾獎得主大談經濟發展論。D 氏後來說,If I knew this, I really had other better things to do.
總統,經常打臉閣員
美國商務部宣布對 ZTE 的制裁 (170),川普很怒,然後就宣布暫緩,並且打電話給習近平示好,因為他想與習大大維持好關係。Bolton 認為,這是閣員依法辦事,總統怎麼可以對依法行政的官員開駡。這一點,台灣原先恐怕不知原委,以為是習近平打電話給川普。如果如 Bolton 所描述,是川普主動打電話去,這值得我們警惕。Bolton 批評川普:he has "difficulty in separating personal from official relations".
川普要關閉美墨邊界 (213頁),幕僚指出此事株連廣大,有種種困難。川普大怒,說 It's like a movie theater when it is filled。邊界每天早上晚上都有通勤進出、物流貨流等問題,怎麼會與電影院太擠相提並論?國土安全部長事後就走人了。
川普也想對華為放水 (282),國安人員都非常火。最後美國沒有放水,不是因為大家說服了川普,而是因為川普發現中國想拖延談判,期待 2020 變天。所以,川普對華為的強硬,是因為老共希望混過 2020。他修理華為,似乎是冲冠一怒為自己。這一點,台灣事前也不知道,也要警惕。
如果打臉閣員是基於判斷,也就罷了。經常,川普顯示出他的常識匱乏。川普說 (210頁):it would be cool to invade Venezuela。閣員一大堆人都是身經百戰的將軍,都知道兵凶戰危,入侵委內瑞拉這叫做 cool?川普問 (121頁),"Is Finland a part of Russia?" 這呼應前述 11 歲還是 1 歲?Bolton 說,川普每天中午才上班 (208頁)。咦?與台灣的誰很像?
官場鬥爭,哪裡都一樣
Bolton 赴日本安排川普訪問的前置 (120頁),川普問:你為什麼要先去?B 氏對這個問題頗感困擾,後來問 Kelly,為什麼老闆這樣問?K 說,他擔心 you upstage him。總統出國訪問,怎麼可能沒有前置作業?擔心幕僚影武,明白說就好啦?但是老闆問這個問題,Bolton 應該知道川普不好伺候了。我在 2003 年卸任中央研究院副院長之後,就立志「此生絕對不再做副手」。伺候難伺候的老闆,真的比什麼都難。川普年紀與 Bolton 差不多,川普外面聲望也不好,其難伺候尚且如此。如果川普比 Bolton 大上 20 歲,又是諾貝爾獎得主,那 Bolton 才會真的痛苦。
川普阻礙華為、ZTE 制裁,影響烏克蘭調查方向,對付 Biden 之子,要邀請神學士代表到大衛營,應該都是 Bolton 辭職的導火線 (381-427頁)。Bolton 的說詞很委婉,但是他對川普所為不以為然,已經呼之欲出。
但是真正把 Bolton 與 川普之間關係弄緊張的,還是有人咬耳朵。這,就是權力鬥爭。紐約時報等媒體經常刋出一些內幕,有人向川普說:「好像是 Bolton 漏的喔。」Bolton 出差依慣例坐空軍的專機,也有人去唸:「波頓不跟閣員一起行動,因為他有自己的飛機喔」。這一類的咬耳朵,據 Bolton 說是 Mulvaney 所為,但是誰知道呢?古今中外一樣,宮廷鬥爭永遠是精彩戲碼。Mulvaney 也厲害,現在外放愛爾蘭做特使,遠離權鬥核子武器範圍。
國安顧問該扮演什麼角色?
整體而言,我對於美國的國家安全體制,是高度肯定的。有兩個案例:1)Bolton 草擬的 cyberspace 攻防作業要點,由川普簽署。對於網路攻擊美國的行動,不但偵測,而且回擊。我認為這非常值得台灣參考。我不很了解,網攻如果來自臨時的設備,回撃要怎麼做?2)Bolton 的角色扮演相當稱職,國際經驗與視野豐富,專業判斷頗為到位。整本書中,他沒有任何議題分析我持不同判斷。我認為台灣的國家安全會議,遜色多了。
Bolton 知道如何抓緊組織、如何善用常任文官幕僚。Bolton 也有精闢的戰略視野,不會陷在傳統官僚體系的框架裏。美/中對峙能夠打成今天的局面,Bolton 絕對居首功。他離開之後到 2020 年 11 月大選前,希望 1 歲或 11 歲的男孩,不要鬧事才好。
https://youtu.be/2QIZO5t12t8
it's cool意思 在 阿兜仔不教美語 Youtube 的最佳解答
台灣安全T恤(Taiwan safe zone t-shirt)► https://shopee.tw/jesustaiwan/7220592129
🦐 蝦皮 ► https://shopee.tw/jesustaiwan
🔵 FB ► https://pse.is/BAPYU
🔸 IG ► https://pse.is/MBW4V
💬 要不要幫我打字幕 ? 謝啦!
【笑一下吧 Check more videos】
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🎥[COW杯]► https://pse.is/BV6V8
🎥[黑VLOG]► https://pse.is/BWFNG
腳本:
上個月我拍一集說
Last month I film this video
我錯了!
I was wrong!
恐慌不好,沒有錯
Panic is not good, true
但是
but
防疫不夠更糟糕!
Not enough prevention is worst!
糟糕到引發
Worst till the point to lead us to
西班牙末日!
The end of Spain!
世界末日
The end of the world
你準備好嗎
Are you ready?
還好,我已經有口罩
Okay, I already have masks
感謝我的朋友
Thanks to my friends
因為你們本來把口罩搶走
Because you took all masks away
搶光光
All of them
COW杯
cow-bei
看來
It seems
疫情很嚴重
The epidemic is serious
靠腰,陰屍路到了
It's "the walking dead "
在這部影片
In this video
我沒有辦法說這句話
I can not say this
因為YouTube 不會讓我賺錢喔
Because YouTube won't make me money
謝謝YouTube
Thanks to YouTube
COW杯
Cowbei
這次我要拍
This video
像一些人的
Like some guy's
比較短的影片
It's short
重點是
The point is
西班牙
Spain
我以前的國家
My previous country
輸給臺灣
Lose to taiwan
西班牙輸了
Spain lost
臺灣
Taiwan
幹得好
Well done
對,沒錯
Yes yes
親愛的朋友
My dear friends
西班牙很糟糕
Spain is bad
臺灣做得非常好
Taiwan is doing very well
我口乾有一點渴
My mouth is a little thirsty
爽
Cool
這個故事告訴我們什麼?
What did this story say?
在這樣
In
世界末日
The end of the world
的情況下
In this situation
恐慌
Panic
有幫助
Works
不要誤會啦
Don't get me wrong
我覺得恐慌是不好的
I think panic is bad
但是在這種情況下
But in this situation
如果你要選
If you need to choose
過度
Over
或是不足
Or insufficient
過度比較好
Over is better
什麼意思?
What dose that mean?
臺灣從一開始
Taiwan from the beginning
好熱
So hot
臺灣人就恐慌了
Taiwanese panic
搶口罩
Grab mask
引發我買不到
So me can't buy any
咳咳
(Coughing)
不是不是
No, no
是我暗示你們很cow杯
I hint you guys are very cow-bei
從一開始
At the first time
臺灣人一直在噴酒精
Taiwanese have been spraying alcohol
但是西班牙人
But the spanish
已經有很多人得病
Already many people got sick
還會去參加很多人的活動
And go to lot of people's events
引發連政治人物
Even politicians
都生病了
Are sick
都得了
They got it
不過西班牙人跟臺灣人
But the Spaniards and Taiwanese
有兩件事做得一模一樣
Two things are done exactly the same
一,政治人物用這個
First, politicians use this
來攻擊彼此
To attack each other
來互罵
Come scolding each other
都是蔡英文的假新聞
It's all fake news from Cai Yingwen
這個是國民黨扯後腿
This is the KMT pulling hind legs
對,西班牙更嚴重
Yes, Spain is worse
真的很cow杯
It's really bad
第二件事
Second
是在這個情況之下
Is in this situation
大家
People
愛
Love
搶衛生紙
Grabbing toilet paper
在臺灣
in Taiwan
民眾狂搶衛生紙
People fight for toilet paper
因為謠言指出
Because rumors point out
衛生紙與醫療口罩原料相同
Toilet paper is the same as medical mask
可能會影響衛生紙產量與價格
May affect tissue production and prices
歐伊系
Yummy
這個算是美食節目嗎?
Is this a food show?
趕快按讚啦
Hurry up and like
百萬YouTuber
YouTuber with more than one Million subs
為什麼
why
大家
everyone
愛搶衛生紙?
Love fight for toilet paper?
有人可以幫我解釋嗎?
Can someone explain it for me?
沒有你、沒有你、沒有你
Without you, without you, without you
不能沒有你
Can't live without you
寶貝、寶貝!
Baby Baby!
這樣
is because
比較安全嗎?
Is it safer?
要不要這樣出門?
Should I to go out like this?
也不錯
Not bad
我要告訴你們一個秘密
I want to tell you a secret
今年的新希望
My new goal for this year was
是申請臺灣國籍
Apply for Taiwan nacionality
本來想要回去西班牙辦這件事
I wanted to go back to Spain to do this
現在我不知道什麼時候可以回去
Now i don't know when i can go back
但是有一件事
But one thing
很清楚
is very clear
無論如何
no matter how
我一定
I must
要變成臺灣人
To become Taiwanese
小英,妳聽到嗎?
Little Tsai, do you hear me?
拜託妳
Please
沒問題
no problem
哦給
OK
謝啦
Thanks
因為臺灣表現得很好
Because Taiwan is doing very well
我已經在做這件T恤
I am already making this t-shirt
你們可以告訴大家
You can tell everyone
臺灣安全
Taiwan is safe
你們不是從武漢來的
You are not from Wuhan
為臺灣驕傲
Proud of taiwan
這個就是
This is
靠,我愛台灣 的意思
The meaning of Damn I Love Taiwan
現在懂嗎?
Do you understand now?
不過,要繼續加油
But needs keep fighting
西班牙更加油
Spain need it even more
親愛的家人
Dear family
親愛的朋友
Dear friends
拜託
Please
保持安全
stay safe
不要出門
Don't go out
常常洗手
Wash hands often
吃健康
Eat healthy
多休息
Rest more
常常運動
Exercise often
這個是COW杯
This is Cowbei
我是黑素斯
I´m Jesus
掰
Bye
欸?靠T恤我忘記匯款
Eh? I forgot to do transfer for T-shirt
等我一下
wait for me
掰
bye
我一定
I must
要變成臺灣人
To become Taiwanese
黑素斯沒問題
Jesus, no problem

it's cool意思 在 空音 / 今日、夜、溶ける Youtube 的評價
From circle 6 clan
空音 @srn_0_6_c
Digital (iTunes,Apple Music,Spotify,LINE Music)
https://linkco.re/bdzCmeCh
雨振る日 傘さし Walking ma hood
今じゃ聞こえなくなった陽気なブルース
what do you feeling? what do you feeling?
この先はどうなる
生きてく上で 積み重なるpain
敷かれたレール もう走れなくて
崩れる音 聞いて寝れないdays
ペース奪われ 今日 夜 溶ける
君の中の君を殺したあの日を覚えてはいますか?
俺の中の俺が死んだあの日を気に強くなれたのさ
権力 富 名声 そんなもん
いらないからただ笑っていよう
お前の隣の俺も永遠じゃねぇ
ならばさ 今だけでも
☆hook☆
静けさの中で生み出した
Loveを歌う夜が終わるとやけに
悲しくて切ないTime
余韻 噛み砕き 睨んだ city light
考えたら切りないよね baby
愛してくれ 愛してるFriends
皆まで言うなよな
俺も分かってるからさ
何も怖がらなくていいよ i know
知ってはいるんだけど
give me × 3 your love
give me × 2 wings for flight
partyの残り香 切なく宙を舞う
意思に反して迎えたんだGet dawn
don't push yourself too hard
強がっても心でCry out
誰かが愛したクラブの一夜
フライヤーの中に俺はいないくてさ
シャッターが閉まりきった商店街1人歩いて
1番の敵は孤独だと気づいたんだよ
fucking Loneliness my life
もう偽物の自分を演じたりはしない
☆hook☆
静けさの中で生み出した
Loveを歌う夜が終わるとやけに
悲しくて切ないTime
余韻 噛み砕き 睨んだ city light
考えたら切りないよね baby
愛してくれ 愛してるFriends
非常識? お節介ならもういい
内に秘めたcool circle 6 No Limit
舵握ったship BPMとLink
thinkよりかfeel 書き殴ったDream
It's production chapter2の延長
口だけのRealに勝る Love&Soul
やると決めた日から超えに来たMain show
愛すべきアトロムのBeatsでplay off 今

it's cool意思 在 Yokez 叶玉棂 Youtube 的最佳解答
P.S 把”晴天“唱成”天晴“,不好意思!你们的留言我都有看到哦~下次会注意!
Download "Let It Snow" on "A Christmas EP" now available on Bandcamp:
https://yokez.bandcamp.com/album/a-ch...
-CLICK FOR MORE-
Hope you guys like my cover of Joyce Chu's "I MiSS U"! This is such a bubbly and sweet song kekeke~ And the MV is super cool she changed A LOT OF costumes! Like very 1-2 seconds change costume omgz... 翻唱了四叶草的新歌《好想你》!这首歌真的能让人愉快起来呢!而且MV很特别哦,四叶草在里面换了很多很多套服装!!
Original MV:https://www.youtube.com/watch?v=fdQgP...
【 SONG REQUESTS | 点歌 】
Comment below with your song requests! I'll try my best to sing them :)
如果有什么想听的歌,请在下面留言!我会尽量唱~
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http://YokezOfficial.com
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Hi all! I'm Yokez from Singapore :) 我是来自新加坡的叶玉棂 Yokez!
【 Wedding Live Band / Other Events 】
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四叶草 《好想你》
词曲:黄明志
制作:黄明志
编曲:李乃刚
Some people have asked me for the guitar chords, here it is! It's just my interpretation, might not be entirely accurate, I played by ear haha
Capo 5 in C
Verse:
C C/E F C/E | F C/E Dm G
x2
Pre-chorus:
F G Em Am | F G C C7
F G Em Am | Dm G
Chorus:
C G/B Am C7 | F C/E Dm G
C G/B Am C7 | F C/E Dm G C

it's cool意思 在 阿滴英文|比Cool更酷的說法? 超酷流行語集合!【2分鐘英語 ... 的推薦與評價

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it's cool意思 在 【FUN俚語】你知道play it cool 是什麼意思嗎? 韓國棋王 ... 的推薦與評價
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