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隊長點唱:Elon Musk的改善五部曲

1. 降低要求的「愚蠢度」

2. 嘗試刪除某部分或過程

-未去到有不足、要重新加回的程度,就意味之前未刪除足夠

-不要為了「萬一」而添加需求,因將無窮無盡

3. 簡化/優化

-如本不應存在,就別進行優化

4. 加快週期時間

-但進行首三步前,不要加速...

-如發現在自掘墳墓,就別再加快手脚

5. 自動化

不要逆轉這五個步驟!

互助社日誌

日期:15/7/2024(Mon)

指數觀點 (向好、向淡、中性;+代表較具趨勢性)

標指($SPX)

短線:向好 (自3/7/2024起)

中線:向好 (自10/5/2024起)

長線:向好 (自1/5/2023起)

 

納指-100($NDX)

短線:向好 (自3/7/2024起)

中線:向好 (自15/5/2024起)

長線:向好 (自3/4/2023起)

 

羅素2000(小型股)ETF(IWM)

短線:向好 (自10/7/2024起)

中線:向好 (自15/5/2024起)

長線:向好 (自2/1/2024起)

 

日本(貨幣對沖)ETF(DXJ)

短線:向好 (自25/6/2024起)

中線:向好 (自20/5/2024起)

長線:向好 (自1/7/2022起)

 

M7短線:向好

Granolas短線:中性

 

標指($SPX)與10周線距離:+4.0%,無異常

VIX: 12.46,無異常

CBOE S&P 500 Dispersion Index: 33.95

$TRIN(10): 1.05,無異常

$TRINQ(10):0.809,短期超買

 

個股觀察名單:

美股

範圍:標指100($OEX)(+代表較具趨勢性)

新增向好:Charter Communications(CHTR); Colgate-Palmolive(CL); Home Depot(HD)+; IBM(IBM)+; Coca Cola(KO); Lowes(LOW)+; Metlife(MET)+; P&G(PG); UPS(UPS)+

新增向淡:N/A

日股巨企

範圍:https://www.patreon.com/posts/20240311-ri-zhi-100210301

新增向好:N/A

新增向淡:N/A

 

 

主要美股業績(含ADR,市值高至低排序)

Goldman Sachs (GS) Progressive (PGR)

BlackRock (BLK)

主要經濟數據(歐美日澳)

EU

Industrial Production YoY(May)

 

(大家好,我是Andy 。

隊長引退後,本頁將逐步改版。首先推出的是這個互助社日誌,暫定在所有美股交易日都會刊出。而為方便大家閱讀,如當日有市評、隨筆或教學內容,都會刊於日誌之下。大家可在標題看到當日內容。)

(免責聲明:本人為證監會持牌人,本頁內容並非投資意見,亦不構成任何投資產品之要約、要約招攬或建議。)

Files

Previews only

Elon Musk's 5 step process for making things in a better way

This video is an extract for educational purposes from a great interview with Elon Musk by Everyday Astronaut. Watching the entire multi-hour tour of SpaceX's Starbase is recommended. You can find the first episode on Everyday Astronaut's channel here: https://www.youtube.com/watch?v=t705r8ICkRw This video is an extract for product managers, service designers and others people who make hardware, software or both. It might be good general life advice too! The 5 step process for handling requirements when making things, according to a man who gets a lot of things done and learns from his mistakes (including the Cybertruck window smash, which he's wearing an image of on his t-shirt during the interview). 1. Make your requirements less dumb - Your requirements are definitely dumb - Its particularly dangerous if a smart person gave them to you as you might not question them enough 2. Delete the part or process - If you're not adding back then you're not deleting enough - Don't add requirements just in case, don't hedge your bets 3. Simplify/Optimise - Don't optimise if it shouldn't exist 4. Accelerate cycle times - But don't go faster if you haven't worked on the other 3 things first... - If you're digging your grave don't dig your grave faster 5. Automate - Don't reverse these 5 steps

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