關於 yes i do意思 ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻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.

翻聽Bob Dylan的《Desolation Row》湧起一股莫名的觸動，感覺就像走過了一條漫長的荒涼之路。頭兩句不知怎的讓我想到最近的香港：

They’re selling postcards of the hanging
They’re painting the passports brown

他們販售吊刑的名信片
他們把護照髹成啡色

然後我便分外留神聽接下來發生甚麼事：

The beauty parlor is filled with sailors
The circus is in town
Here comes the blind commissioner
They’ve got him in a trance
One hand is tied to the tight-rope walker
The other is in his pants
And the riot squad they’re restless
They need somewhere to go
As Lady and I look out tonight
From Desolation Row

美髮店擠滿了水手
馬戲團就在城後
然後來了一個特首
他們將他發入吽竇
一隻手綁住走鋼線高手
另一隻插在褲袋裡頭
還有防暴警察全在煩躁無休
他們需要某個地方抖抖
像這位小姐和我遍夜尋求
由荒涼之路口

然後找到哪裡去？似乎是酒館。

Cinderella, she seems so easy
“It takes one to know one,” she smiles
And puts her hands in her back pockets
Bette Davis style
And in comes Romeo, he’s moaning
“You Belong to Me I Believe”
And someone says, “You’re in the wrong place my friend
You better leave”
And the only sound that’s left
After the ambulances go
Is Cinderella sweeping up
On Desolation Row

灰姑娘，她似乎幾開放
「講嗰個就係嗰個。」佢笑咗
然後將雙手插進後袋
貝蒂戴維斯的風格
然後來了個羅密歐，佢喺度呻吟
「你係屬於我㗎我相信！」
然後有人話：「你來錯地方喇朋友，
你最好離開。」
然後唯一留低的聲音
在救護車走了之後
是灰姑娘的掃地聲
在荒涼之道上

我很喜歡這一種講故事的歌，因為這才叫做「吟遊」。當現在的歌失去了這種吟遊性，就空餘下一堆感質。我們已經不再用灰姑娘來形容負責打掃地方的女人，我喜歡這樣的形容，但設定跟原著是反轉的：掃完地，一到十二點，她就準時穿回自己的玻璃鞋。

然後已經好夜好夜了：

Now the moon is almost hidden
The stars are beginning to hide
The fortune-telling lady
Has even taken all her things inside
All except for Cain and Abel
And the hunchback of Notre Dame
Everybody is making love
Or else expecting rain
And the Good Samaritan, he’s dressing
He’s getting ready for the show
He’s going to the carnival tonight
On Desolation Row

現在月亮就快都看不見
繁星也開始隱淡
占卜未來的女人
甚已將她的所有東西收起
所有除了該隱和亞伯
以及聖母院的鐘樓佗俠
人人都在做愛
或其餘的在等雨
然後有個好撒馬利亞人，他在換裝
他已經準備好出騷
今晚他將會前往嘉年華
在荒涼之道上

突然輪到《哈姆雷特》的女主角奧菲利亞登場：

Now Ophelia, she’s ’neath the window
For her I feel so afraid
On her twenty-second birthday
She already is an old maid
To her, death is quite romantic
She wears an iron vest
Her profession’s her religion
Her sin is her lifelessness
And though her eyes are fixed upon
Noah’s great rainbow
She spends her time peeking
Into Desolation Row

現在奧菲利亞，她就倚在窗旁
我真為她擔心
在她廿二歲生日時
她已經是一個老女僕
對她，死亡是幾浪漫
她穿了一件鐵的背心
信仰就是她的自白
白活就是她的罪名
雖然她已定睛望着上方
那道挪亞的偉大彩虹
但她仍是費上時間來偷望
那條荒涼之路

而你有沒有聽過愛恩斯坦拉小提琴？這一個卻不是那一個，因為他太潦倒了：

Einstein, disguised as Robin Hood
With his memories in a trunk
Passed this way an hour ago
With his friend, a jealous monk
He looked so immaculately frightful
As he bummed a cigarette
Then he went off sniffing drainpipes
And reciting the alphabet
Now you would not think to look at him
But he was famous long ago
For playing the electric violin
On Desolation Row

愛恩斯坦扮成羅賓漢
帶着他車尾廂的回憶
在一小時前才經過這裡
和他的朋友、來自善妒寺的僧侶
他看起來不染得可怕
尤其在他討煙的時候
接着他走去嗅着水喉
叨唸着字母
現在你不會想望到他
但好耐之前他都風光過
奏着電子提琴
在那荒涼之路

從荒涼到荒淫？

Dr. Filth, he keeps his world
Inside of a leather cup
But all his sexless patients
They’re trying to blow it up
Now his nurse, some local loser
She’s in charge of the cyanide hole
And she also keeps the cards that read
“Have Mercy on His Soul”
They all play on pennywhistles
You can hear them blow
If you lean your head out far enough
From Desolation Row

猥褻醫生，他將他的世界
藏在一隻皮杯裡
但他所有無性的病人
他們正嘗試吹起它
現在他的護士，某個本地的失敗者
她是山埃孔的話事人
而她亦藏了一張卡片寫着
「願主垂憐他的靈魂」
他們全都玩着尖哨
你可以聽到他們在吹
如果你把頭傾得夠遠
從荒涼之道

卡薩諾瓦是意大利聞名的詩人情聖，這一段特別令我着迷：

Across the street they’ve nailed the curtains
They’re getting ready for the feast
The Phantom of the Opera
A perfect image of a priest
They’re spoonfeeding Casanova
To get him to feel more assured
Then they’ll kill him with self-confidence
After poisoning him with words
And the Phantom’s shouting to skinny girls
“Get Outa Here If You Don’t Know
Casanova is just being punished for going
To Desolation Row”

對面街他們已釘上帷幕
他們已準備好一場盛宴
《歌聲魅影》
牧師的完美形象
他們用湯匙向卡薩諾瓦灌藥
讓他稍為有安全感
然後他們用自信來殺掉他
之前用文字毒害他
然後魅影向瘦削的女孩們喊道：
「如果你不知道就請你們離開
卡薩諾瓦已經受罪因他
前往荒涼之道。」

接下來這一段，我懷疑是在描寫納粹的集中營：

Now at midnight all the agents
And the superhuman crew
Come out and round up everyone
That knows more than they do
Then they bring them to the factory
Where the heart-attack machine
Is strapped across their shoulders
And then the kerosene
Is brought down from the castles
By insurance men who go
Check to see that nobody is escaping
To Desolation Row

現在午夜所有特工
和超人類團隊
出來圍住了所有人
因為知道了不該知道的
然後把他們帶到工廠
那裡有心臟病機器
綁在他們的肩膊上
然之後那煤油
從城堡裡帶下來
有人會以防萬一
檢查一下看看是否無人能逃
逃往荒涼之路

Bob Dylan這首歌可能戲仿了英國詩人ES艾略特的長詩《荒原》，這首詩的一大特色是沒有人能看懂一個字——每個字都懂，湊起來卻不成意思。之前跟大家介紹過的艾茲拉龐德，勉強把《荒原》翻改成可讀的版本，加了很多註腳，務求令世人讀得通它的真意。這個情節，Bob Dylan也收錄在《Desolation Row》第九節裡面：

Praise be to Nero’s Neptune
The Titanic sails at dawn
And everybody’s shouting
“Which Side Are You On?”
And Ezra Pound and T. S. Eliot
Fighting in the captain’s tower
While calypso singers laugh at them
And fishermen hold flowers
Between the windows of the sea
Where lovely mermaids flow
And nobody has to think too much
About Desolation Row

讚美歸於尼祿的海王星
鐵達尼啟程於黎明
而每個人都發出喊聲
「你到底站哪一邊？」
而艾茲拉龐和ES艾略
在船長的塔上決鬥
卡利索普歌手取笑他們
漁民手執鮮花
在大海的窗戶之間
那裡有可愛的美人魚流過
此際沒有人想太多
關於那荒涼之路

是的，Bob Dylan是在模仿ES艾略特式的混亂，而在最後一節揭曉了混亂的原因：

Yes, I received your letter yesterday
(About the time the doorknob broke)
When you asked how I was doing
Was that some kind of joke?
All these people that you mention
Yes, I know them, they’re quite lame
I had to rearrange their faces
And give them all another name
Right now I can’t read too good
Don’t send me no more letters, no
Not unless you mail them
From Desolation Row

係呀，我尋日收到你嘅信
（大概在門鎖壞了的時候）
你問我最近過成怎樣
是一個需要笑的笑話嗎？
全部這些你所提及的人
係呀，我知道佢哋，佢哋都幾無趣
我需要重新構建他們的臉容
給他們全都搞混了名字
此際我已經不太擅於閱讀
不要再寄更多的信給我了，不要
除非它們是你寄自
於荒涼之路

聽過這麼多段，就像走完了一段漫長的荒涼的路，有一種想哭的感覺。Bob Dylan的音樂經常都給予的這種荒涼感，只有經歷很多的人才會有這種感覺，寫得出這種詞，流下了這滴淚。

作者

【我親愛的Zoom視訊客人們】
To My Dear Zoom Clients

我忍了真的⋯⋯真的⋯⋯很久，今天過後實在忍無可忍，一定要叮嚀所有過去和未來的客人們。

我年紀很大了，受不了太大的刺激。

拜託，你們可以Zoom好來嗎？😓😑

一、Zoom視訊的視角 = 拍護照照的視角

護照自2020年起就已成為古董，但大家這一生應該有拍過證件照吧！

對了，就是要頭髮整齊，讓我看到你的雙耳、雙眼、鼻子、嘴巴、頸項和肩膀，到胸部。

我批八字時，需要看整個面相。不要讓你一半的臉掉出鏡頭外，這樣很像鍾無艷，也不要嘴巴不見掉，這樣我很像在跟一條羅漢魚視訊。

我看面相包括看你的嘴巴、牙齒和說話時的嘴形。是的，看相就是需要那麼仔細。

如果你的螢幕太低，那就找書本或舊報紙，把螢幕墊高一點。別讓我整一個小時半只看到你的雙下巴，會把你的面相比例給看錯。

不要一直告訴我不好意思，方法是人想出來的。

•

二、光線

太暗，我看你如見鬼。
太亮，我會看不清你的膚色。
拉開窗簾，不要背向陽光。
有必要的話，就直接開燈！

•

三、勿放什麼椰樹沙灘/金門大橋的虛擬背景圖

什麼虛擬背景圖都不要放啦～

我的家美最重要，我不在乎你的家美不美，我只是來看命的。

如果你的Wi-Fi不是很強，電腦功能不是很厲害，這類的虛擬背景圖會讓你的視訊畫面卡卡的。

有時你轉個身，整個右邊不見了，或部份的頭髮少了，讓我覺得我好像在看恐怖片，嚇人啊～

•

四、環境和聲音

有些海外客人其實非常用心。為了與我視訊，特別去買有麥克風的耳機🎧，讓我能更清楚的聽到他們的聲音。😍

沒有使用耳機和麥克風的客人，往往他們的聲音會有種空氣般的回音，如果他們本身講話又小聲，我的耳機聲量開滿，我還是聽得滿辛苦的

也有香港和馬來西亞客人租過會議室、鐘點房間或單人工作室，就是為了不受家人的干擾，能安心的與我視訊。😍

最有趣的是，去年新加坡阻斷措施時，有位男客人跑到屋外的走廊坐在地上與我視訊。只是外頭風聲有點大，我好幾次都聽不清楚他的聲音。

曾有客人在咖啡廳與我視訊。咖啡廳裡的高談闊論聲和器皿的敲擊聲，頻頻從我的耳機闖進我的耳朵，哇～我的耳朵那時真的是活受罪，還要裝一副氣定神閒的樣子。

天啊，兩次過後，我寧願退錢，也不再見這樣的客人了。耳朵只有一對，我要保護好啊！

在這裡聲明：一般我們買手機時的那種有麥克風的耳機，就已能視訊。沒有戴耳機和麥克風的客人，我一概會拒絕諮詢，把費用原銀奉還。

五、孩子

曾試過諮詢的前20分鐘，一直被女客人的小孩打擾，進來哭著要媽媽主持公道。

如果你家中有六歲以下的兒童，會時不時來敲你的門，我建議你還是先別約我。你這樣會分心，無法聽好我交代的事，而我也得一直等你去安撫你的孩子，就無法在限定時間內看完你的八字，這樣對誰都不公平。

六、我只見客人一人

這個規矩，從我一出道就定下來，也清楚的寫在網站上，根本不用一而再的來試探水溫。

但這兩個星期，還是有客人硬闖關，事先安排自己的配偶/孩子坐在電腦的另一面，要他們聽我講他的八字。

我從不改我的規矩，也沒有八字或風水是我非看不可的。

讀書這麼高，連自己的命都不能自己負責，這已經不是能改到命的人了。

你一定要你的配偶陪你聽，那你需要的不是我來教你改命，是你的配偶來安你的心。

將來若還有這樣的事，我會直接中斷視訊，把錢退回去。

七、「我第一次用Zoom！」

可是從報名那天到今天的諮詢，你有兩個月的時間去摸索。

兩個月，怎麼還是錯誤百出？因為客人根本沒有事先準備和練習。

結果我就這樣等了20分鐘，還得等對方下載軟件。

Zoom不難使用，但如果是你沒有花時間去摸索，就不要撒謊，直接說，我就直接退現錢。

品德是改命的資糧，不要為了自己能脫身就隨便編一個漏洞百出的謊，還說自己是好人。這...不會臉皮太厚了嗎？

小事都不願做好，絕對不會成大器。

八、暈車

有些客人用Ipad或手機來視訊。

重點是，他一支手拿著手機，一支手拿筆寫筆記。他一邊寫，另一支手就一邊搖晃。他做在床上，移動一下，手機就彷彿大海嘯幾下🌊

我一天如果見三個這樣客人，我的視線就搖晃了5個小時。工作完畢後，頭也會痛得厲害，無法完成晚上製片的工作。

沒有自拍器三腳架，也應該有些書本或東西來頂著手機。

各位，多點善心，為我著想一下吧⋯⋯

__________________________

To My Dear Zoom Clients

I have been enduring it for a really really long time. That's it! I am gonna put a stop to this after today and send out this reminder to all my past and future clients.

I am getting on in years, and cannot stand too much stimulation.

Please.... can you guys do a proper Zoom?

Number 1: Going on screen in Zoom = Taking a photograph for your passport.

Since 2020, the passport has become something of an antique but I believe everyone has taken some kind of ID photos! Yes, the ones with your neatly combed trusses where I can see both your ears, nose, mouth, neck, shoulder all the way to your chest.

I would like to see your full face during the Bazi Consultation. Please don't allow half your face to fall off the screen and you end up looking like Zhong Wu Yan! Please also don't hide your mouth making me feel like I am talking to a Arrowana.

When I analyze your facial features, it includes your mouth, teeth and the shape of your mouth while you are talking. Yes, it is down to such level of details.

If your PC / Laptop monitor is too low, please find a book or old newspapers and stack it on top. Please don't let me only see your double chin for that 1.5 hours, as I would probably get the proportion of your face wrong.

Don't keep telling me you are apologetic. Think of a way out.

Number 2: The background lighting.

Too dark, you risk looking like a ghost.

Too bright, I cannot figure out your skin color.

Draw open the curtains, but don't face your back to the sunlight.

If necessary, just turn on the lights!

Number 3: Background images of coconut trees on sandy beaches or the Golden Gate Bridge.

There is no need to put on a virtual background. I only care about how my hone looks, I am not bothered by yours. I am only here to see your Bazi.

If your WIFI signal or your PC / Laptop performance is poor, using the virtual background can often make your Zoom video choppy. Sometimes when you turn your body, one side of your body or some part of your hair will disappear. It's really like one of those spooky movies scaring the wits out of me.

•

Number 4: Background environment and noise.

Some of my overseas clients really put in effort for our Zoom sessions. They bought a headset with a mic so that I can hear them properly and vice versa.

Those that did not use a earphone or a headset often sounded echo-ish, and if they spoke softly, I would have to turn on the volume on my side full throttle and still have a hard time trying to hear them.

There are some clients from Hong Kong and Malaysia who would rent meeting rooms, hotel rooms or private work spaces by the hour so as to reduce any disturbance from others and better focus on the Zoom session with me.

I recalled an interesting incident during the Circuit Breaker last year. A client from Singapore Zoom-ed with me along the corridor outside his house. Most of the time, I was hearing the howling of the winds rather than his voice.

Some clients sat themselves in coffee places for our session. These places are often filled with loud chatters and the clanging of cups and plates, and my ears suffered terribly. Yet, I have to continue to be seen as composed and attentive.

Goodness me, after 2 of such experiences, I decided that I rather refund these clients and never see them again. I have only 1 pair of ears and I want to protect them at all costs!

A normal earpiece that comes with the purchase of a handphone is good enough for Zoom video calls. For clients who do not have a earpiece/headset and a mic, I would end the consultation and refund the monies.

•

Number 5: Children

There was once where a session with a female client was repeatedly disrupted by her kids, running in crying for their mother to settle their quarrels. If you have children below 6 years of age, and likely to interrupt our session, I suggest you don't book a consultation with me.

You will be distracted, unable to focus on my advice and I have to wait for you to clear up the situation with your children, eating into the allowable time for me to complete the consultation. This is unfair to both you and me.

•

Number 6: I only meet one person, that is the Client.

I have set this requirement the day I stepped into this line of work, and it is clearly written in my booking form. There is no need to try your luck under any circumstances.

But in the space of 2 weeks, there were some clients who rode their luck and got their spouse / child to sit on the other side of the screen to listen in on our consultation.

I never change my stance, and there is no single client that I cannot afford to lose.

If you insist to have your spouse sit in, it is apparent that you do not need me to help transform your destiny. Rather you really need your spouse to put your heart at ease.

If such things happen the next time, I will end the session immediately and refund the fees.

•

Number 7: "My first time using Zoom"

But you have 2 full months to prepare before our actual consultation. You did not end up wasting time exploring the software and I wasted 20 mins waiting for you to download the software.

Zoom is an easy software to use but if you did not spend the time to familiarize yourself with it, please quit the lies and tell me directly. I will refund the consultation fees on the spot.

Our moral ethics serve as the foundation for our transformation. Stop weaving web of lies to get out of sticky situations, and still claim that you are a good person. Isn't this too thick-skinned?

•

Number 8: Giddy spells

Some clients use Ipad or their handphones for the Zoom session. Crucially, they hold the device with one hand, and take notes with the other. As they write, the other hand holding the phone becomes shaky. If he is doing that on his bed, his handphone would shake like a tsunami wave every time he changes his position.

If I see 3 such clients within a day, it would be 5 hours of shaking visuals for me. That would mean a splitting headache at the end of my work day, and not being able to work on my videos at night.

Even if you don't have a tripod stand, at least prop up the device with a book or something.

Please everyone, please be kind and have mercy on me......

備註： 影片5:43 提到的投票率，是指「同意票的票數達到有投票權的公民數的25%」的意思，而不是一般的25%投票率喔！
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＃高雄市長 ＃罷免 ＃韓國瑜


各節重點：
00:00 前導
01:46 誰是韓國瑜的支持者？
03:56 關鍵轉折點：Yes, I do
05:31 罷韓攻防戰
07:48 93萬票是怎麼出來的？
09:30 我們的觀點
11:20 提問

【 製作團隊 】

｜企劃：土龍
｜腳本：土龍
｜編輯：轟天雷
｜剪輯後製：Pookie
｜剪輯助理：范范
｜演出：志祺

——

【 本集參考資料 】

→ 公職人員選舉罷免法：https://bit.ly/2YuRIEr
→ Wecare高雄：https://bit.ly/30wo8kN
→ 韓國瑜這麼認真為何被罷免？支持者5大理由挺韓到底：https://bit.ly/2YnGP7w
→ 高雄市長罷免案開票結果 ｜ P#新聞實驗室：https://bit.ly/2XX5KQt
→ 【圖表】史上第一次直轄市長罷免案：不只六成選區「翻盤」，高雄哪區最希望韓國瑜「走人」？：https://bit.ly/2MSDVCw
→ 罷免投票結果 高雄市-全部-投票概況：https://bit.ly/2XUnfRt
→ 罷韓活動歷史：https://bit.ly/3dXcQd1
→ 2020年高雄市市長韓國瑜罷免案時間軸：https://bit.ly/2XVViIR
→ 選舉地圖揭密！韓國瑜如何把深綠變淺藍、高所得選民也投他？：https://bit.ly/2XVteFG
→ 佘健源、劉玉皙、卞中佩：數據解密「韓流」起落，誰從投韓轉向罷韓？：https://bit.ly/2XU2y7Z
→ 數據解讀韓國瑜支持者：不老不窮，理性而放空：https://bit.ly/2Awhgcm
→ 獨家數據分析：「韓流」原產地，高雄市民如何罷免韓國瑜？：https://bit.ly/30z2Umh
→ 吳崑玉：敗走高雄，韓國瑜驚奇起落的政治啟示：https://bit.ly/37uWZAg
→ 王宏恩：韓國瑜罷免案，為何投票率遠超預期？：https://bit.ly/2AXoxSy
→ 罷韓v.s.總統大選330投票所異動 國瑜機器被質疑惡搞：https://bit.ly/37kMEXx
→ 韓國瑜罷免案，哪些投票所換了？：https://bit.ly/3cWqBHQ
→ 罷免案選後分析—從連署到達陣：https://bit.ly/2MSKHrS
→ 張宇韶／韓國瑜透過「兩手策略」，挑戰罷韓群眾的底線：https://bit.ly/3dW2FWl
→ 罷韓嗎？為什麼？──來自高雄市民的思考：https://bit.ly/3hfbrAR
→ 辛翠玲：「落跑」仍是關鍵錯誤：https://bit.ly/3dYA5n2
→ 獨家! 首度鬆口2020總統 韓國瑜:Yes I do│中視新聞 20190517：https://bit.ly/2BTusZe
→ 韓國瑜遭罷免創首例 都是「罷韓國家隊」的錯？：https://bit.ly/2BUiBKp
→ 【P觀點】罷韓嗎？高雄市民的第一堂民主課：https://bit.ly/30zZnEr
→ 李明璇｜臉書貼文：https://bit.ly/2B2JefI
→ 中國國民黨聲明：https://bit.ly/3cPIHLu
→ 罷韓「57萬票可罷免89萬票」？柯文哲：好可怕，只要很堅定有4分之1反對就掛了：https://bit.ly/3hfbJrr
→ 罷免後柯文哲貼文：https://bit.ly/30zMQRm
→ 2019《天下》縣市調查：韓國瑜墊底、柯文哲倒數第3，黑馬出線：https://bit.ly/2UCv4ZJ
→ ​【罷韓攻防】韓國瑜再告中選會　罷韓團體：義無反顧推到底：https://bit.ly/2ztzjQ8
→ 罷韓前哨站5-1》韓國瑜定調監票不投票 市府機器仍動不停：https://bit.ly/3cYL9zk
→ 穿「溜之大吉」與韓國瑜合照！學生：不該把高雄當跳板：https://bit.ly/37nEwoW
→ 6月6日回家罷韓國瑜　北漂青年：路平不能當大政績：https://bit.ly/2B41qpf
→ 罷韓投票過關 韓國瑜兩感謝三遺憾告別｜寰宇新聞20200606：https://bit.ly/2Ymni7u

【 延伸閱讀 】

→ 數說韓流》韓國瑜正式退場　回顧韓流的網路空戰史：https://bit.ly/2YqwjMR
→ 高雄市長罷免案 回顧台灣的選舉罷免史：https://bit.ly/2MNksTA
→ 高票數遭罷免　韓國瑜補助款不需繳回：https://bit.ly/3dXvBx3
→ 真的假的？罷免制度不是多數民主國家的常態？：https://bit.ly/3dZVvjO
→ 【圖表】史上第一次直轄市長罷免案：不只六成選區「翻盤」，高雄哪區最希望韓國瑜「走人」？：https://bit.ly/2MSDVCw
→ 韓國瑜：不會提起訴訟：https://bit.ly/37yytyh
→ 韓粉的投票率有比較高嗎？：https://bit.ly/30DGfoT
→ 韓粉的告白：堅決「非韓不投」，即使他確實有點草包：https://bit.ly/2XSdbZ6
→ 自邊陲出發的奇襲：韓國瑜如何從「林園」走上高雄市長大位：https://bit.ly/2AXpNVM
→ 「韓流」點燃遙控器戰爭：韓國瑜新聞時數實測分析：https://bit.ly/37lULCY
→ 罷免韓國瑜─防衛民主的新典範：https://bit.ly/3d267O1
→ 韓國瑜遭罷免，中國統戰產業鏈也受影響：https://bit.ly/30znovd
→ 民主國家也罕見！韓國瑜遭罷免獲全球關注 外媒怎麼看？【TODAY 看世界】：https://bit.ly/30z54Cp
→ 國際媒體同步關注罷韓案 各自提出解讀：https://bit.ly/3cYdFky
→ 台灣韓國瑜遭罷大陸近兩億人圍觀 都說些啥：https://bit.ly/30AMs4U
→ 從「韓流」到「罷韓」成功，美日各大媒體怎麼看？：https://bit.ly/30AWvao
→ 韓國瑜： 罷免已成定局，引爆台灣政壇的「韓流」黯然落幕：https://bbc.in/3flJ2r3


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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

James 楊永聰是出生在英國的中英混血兒，自小就受到兩種文化背景的影響及衝擊，《Translation》便是從他的成長經驗中所創作出來的一首歌。
在文化疆界越來越模糊的時代，不同的生活背景，使用不同的語言，要如何才能以對方能100%正確接受訊息的方式，傳達自己的想法？也許原本想要表達的意思是善意的，卻會因為字面上翻譯的落差而產生誤會。
即便是說著同樣的語言，到了不同的區域，相同的辭彙也就代表了不同的意思。這些關於生活的大大小小的辭彙，都很有可能因為一時的錯譯而造成誤會。
無論是使用語言的不同，或是解讀情緒的不同，所有的一切都需要翻譯。
而當言語的訊息無法順利將愛傳遞出去，那麼就用最原始、也最純粹直接的溝通方式─一個擁抱，勝過千言萬語─只要愛是真實存在兩人之間，也不愁沒有傳遞出去的方式。

∮數位平台線上收聽&下載&購買：
https://JamesYang.lnk.to/VyTM8

《Translation》
詞/曲：James Yang 楊永聰

Sometimes we both get confused,
Thoughts conveyed, misunderstood,
A little loss in translation,
Mutates into petty petty confrontation,

Sometimes I’m misunderstood,
What you hear is not what you should
Translation, when it breaks down,
Leads us into these petty petty rows.

Sometimes you drive me insane,
A quick temper, alien ways,
But I’d rather fight with you
than make love to another woman any day.

I do, I love you, more and more every day,
I do, I serve you, in every step I take,
I do, I speak you, in every word I say,
Yes it’s true, I love you…
More and more every day

Sometimes you’re misunderstood,
My ears just don’t hear what they should,
Is this merely a culture clash?
Or some more fundamental mismatch?

All these petty things,
All these little things,
They mean nothing…
To me

《Translation》
詞/曲：James Yang 楊永聰
製作人 Producer：陳建騏 George Chen
編曲 Arranger：James Yang 楊永聰
吉他 Guitar：James Yang 楊永聰
錄音師 Recording Engineer：徐振程 Jason Hsu
錄音室 Recording Studio：玉成戲院錄音室 Yu Cheng Cinema Studio
混音工程師 Mixing Engineer：莊鈞智 Thomas Chuang
混音錄音室 Mixing Studio：完美聲音錄音室 Perfect Sound Studio
母帶後期工程師 Mastering Engineer：莊鈞智 Thomas Chuang
母帶後期處理錄音室 Mastering Studio：完美聲音錄音室
Perfect Sound Studio
OP：闊思音樂有限公司 CROS MUSIC LTD.
SP：闊思音樂有限公司 CROS MUSIC LTD.
ISRC：TWBR11812014
導演Director：王柏林 Berlin Wang (柏林創意視覺有限公司)

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