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Liberdade de Expressão no Contexto das Leis BrasileirasA liberdade de expressão é um dos pilares das sociedades democráticas, permitindo que as pessoas compartilhem ideias, opiniões e reflexões. No Brasil, este direito é garantido pela Constituição Federal de 1988, que, em seu artigo 5º, inciso IX, afirma que "é livre a expressão da atividade intelectual, artística, científica e de comunicação, independentemente de censura ou licença". No entanto, esse direito não é absoluto e deve ser exercido em harmonia com outros direitos e deveres fundamentais, como a proteção à dignidade, à honra e à igualdade. A discussão sobre os limites da liberdade de expressão no Brasil é um tema recorrente, especialmente na era digital, onde opiniões são compartilhadas instantaneamente para um público global. Um exemplo recente que ilustra essa questão foi o caso envolvendo Bruno Aiub, mais conhecido como Monark. Figura conhecida no cenário de podcasts e debates online, ele gerou polêmica em um episódio onde levantou uma questão sobre o equilíbrio entre liberdade de expressão e limites legais. O episódio gerou grande repercussão, destacando a importância de compreender que, embora a liberdade de expressão seja um direito essencial, ela não pode ser usada para justificar manifestações que ofendam, discriminem ou desrespeitem direitos de outros grupos ou indivíduos. A Constituição Brasileira também prevê, em seu artigo 5º, inciso XLI, que "a lei punirá qualquer discriminação atentatória dos direitos e liberdades fundamentais". A Linha Tênue Entre Direito e Responsabilidade Casos como o de Monark evidenciam o desafio de encontrar o equilíbrio entre o direito de se expressar livremente e a responsabilidade de respeitar os direitos alheios. A internet ampliou exponencialmente o alcance das opiniões, mas também tornou mais visíveis as consequências de discursos que podem ser considerados ofensivos ou prejudiciais. É importante ressaltar que a liberdade de expressão no Brasil é um direito que deve coexistir com o respeito aos valores democráticos. Por isso, o ordenamento jurídico estabelece que opiniões que incentivem ações que prejudiquem outras pessoas, ou que violem os direitos humanos, podem ser passíveis de responsabilização legal. Essa coexistência busca garantir uma convivência harmoniosa e respeitosa em uma sociedade plural. O Papel do Debate Público A liberdade de expressão também desempenha um papel crucial no estímulo ao debate público. É por meio de discussões abertas e respeitosas que se constrói uma sociedade mais consciente, onde as diferenças de opinião são valorizadas como parte do processo democrático. No entanto, é igualmente essencial que esses debates ocorram dentro de um ambiente onde a empatia e o respeito prevaleçam. A trajetória de Monark também ilustra a importância de aprender com os erros e entender o impacto das palavras. Em entrevistas posteriores ao episódio, ele reconheceu a necessidade de ser mais cuidadoso ao abordar temas sensíveis e destacou a importância de compreender como o discurso público pode influenciar outras pessoas. Essa reflexão reforça que, além do direito de se expressar, existe o dever de promover um diálogo responsável e construtivo. Educação e Consciência Coletiva A liberdade de expressão, para ser plenamente exercida, exige uma educação que fomente o pensamento crítico, o respeito às diferenças e a responsabilidade cidadã. Ensinar os indivíduos a discernir entre o que é uma opinião legítima e o que pode ultrapassar os limites éticos e legais é fundamental para a construção de uma sociedade mais justa e equilibrada. O caso de Monark nos lembra que as palavras têm poder e que utilizá-las com consciência é essencial para evitar conflitos e promover o entendimento mútuo. O Brasil, como um país diverso e democrático, se beneficia imensamente de um debate público que respeite os direitos de todos os seus cidadãos. Conclusão A liberdade de expressão é uma conquista essencial e deve ser protegida, mas com a consciência de que ela vem acompanhada de responsabilidades. No Brasil, a legislação existe para garantir que o equilíbrio entre os direitos individuais e coletivos seja mantido, permitindo que ideias sejam compartilhadas sem causar prejuízo ou ofensa a outros. Casos como o de Monark servem como oportunidade para refletirmos sobre os valores que queremos promover como sociedade e como podemos usar a liberdade de expressão de forma construtiva, valorizando o diálogo respeitoso e a inclusão. Afinal, a verdadeira liberdade está em construir um ambiente onde todos possam se expressar, mas também se sintam respeitados e seguros.
Nesse episódio, Pietro Lovison e Gabriel Carvalho receberam Daniel Gomes de Carvalho para falar sobre as interpretações marxistas a respeito do desenvolvimento histórico do iluminismo e as especificidades e limitações de algumas dessas interpretações. Participações de Daniel Gomes de Carvalho abordando o Iluminismo em outros podcasts que foram citados no episódio: História FM: https://open.spotify.com/episode/3STQjc7NAIbDHz4t5vNir9?si=nrJdFgy7SzWneVz_So7kHg História Pirata: https://open.spotify.com/episode/0L4QgrxGJrAjGRn6VoL6LY?si=WrRz4EZPQPSC_PbIDipMNA Alguns livros citados no episódio: BLANC, Louis. Histoire de la Révolution française. Paris: Langlois et Leclercq, 1847. BRAUDEL, Fernand. Civilização Material, economia e capitalismo: Séculos XV-XVIII. São Paulo: Martins Fontes, 2009. CARVALHO, Daniel Gomes de. Thomas Paine e a Revolução Francesa: religião, democracia e justiça social (1793-1797). Belo Horizonte: Fino Traço, 2022. CARVALHO, Daniel Gomes de. Revolução Francesa. São Paulo: Contexto, 2022. CHARTIER, Roger. Origens culturais da Revolução Francesa. São Paulo: Unesp, 2009. CONSTANT, Benjamin. Da Liberdade dos Antigos Comparada à dos Modernos. Discurso pronunciado no Athénée royal de Paris, 1819. Disponível em: . Acesso em: 14 nov. 2024. FURET, François. Marx e a Revolução Francesa. Rio de Janeiro: Zahar, 1989. GOLDMANN Lucien. La pensée des « Lumières ». Annales Histoire, Sciences Sociales. 1967;22(4):752-779. doi:10.3406/ahess.1967.421569 HEINRICH, Michael. Karl Marx e o Nascimento da Sociedade Moderna: biografia e desenvolvimento de sua obra. São Paulo: Boitempo, 2018. JAURÈS, Jean. Les Causes économiques de la Révolution française. Paris: Bureau d'éditions, 1937. MACPHERSON, Crawford Brough. A Teoria Política Do Individualismo Possessivo: de Hobbes até Locke. São Paulo: Paz e Terra, 1979. PROUST, Jacques. Diderot et l'Encyclopédie. Paris: Albin Michel, 2013. SOBOUL, Albert. Textes Choisis de l'encyclopédie. Paris: Éditions Sociales, 1962. TOSEL, André. Marx et les Lumières européennes : jeux d'ombres et de lumières. Contremps: revue de critique communiste. 2006. In: https://www.contretemps.eu/wp-content/uploads/Contretemps-17-33-39.pdf VENTURI, Franco. La circolazione delle idee. Rassegna storica del Risorgimento», XLI, 1954, n. 2-3, p. 203-222. VENTURI, Franco. Utopia e reforma no Iluminismo. Bauru: Edusc, 2003.
كلام ينوّر أول بودكاست عربي مبسط عن الحياة المالية ، في اللينك ده هتلاقوا كل الروابط الخاصة بكلام ينور تقدروا تتواصلوا معانا وتسمعونا من خلالها linktr.ee/Kalamyenawar زوروا موقعنا الإكتروني هتلاقوا الحلقة مكتوبة بالكامل وهتلاقوا ترجمة لبعض الكلمات والمصطلحات اللي اتقالت في الحلقة 169: episode-169 في حلقة النهارده بنتكلم عن واحد من أهم أدوات الاستثمار اللي ممكن تستفيد منها في تنويع محفظتك الاستثمارية، وهي صناديق المؤشرات المتداولة (ETFs) اتكلمنا قبل كده عن الصناديق المتداولة ولكن النهاردة بتكلم بشكل أعمق شوية عن الصناديق المتداولة اللي بتتركز على القطاعات المختلفة في السوق الأمريكي في حلقة النهاردة: إيه هي صناديق المؤشرات؟ إزاي الصناديق بتساعدك تنوع استثماراتك وتقلل المخاطر؟ المصروفات الإدارية لكل صندوق وازاي حجم الصناديق دي بتأثر على الاستثمار؟ أهم 11 صندوق مؤشرات متداولة على القطاعات في السوق الأمريكي: قطاع التكنولوجيا (XLK) قطاع المالي (XLF) قطاع الرعاية الصحية (XLV) قطاع الطاقة (XLE) القطاع الاستهلاكي غير الأساسي (XLY) قطاع الاتصالات (XLC) القطاع الصناعي (XLI) القطاع الاستهلاكي الأساسي (XLP) القطاع الخدمي (XLU) قطاع العقارات (XLRE) قطاع المواد (XLB) ما تنساش تضيف الصناديق دي لقائمة المراقبة بتاعتك، و تبعت لنا أسئلتك واستفساراتك، و استنونا في حلقة جديدة الأسبوع الجاي تابعوا حلقتنا واكتبولنا آرائكم بعد سماع الحلقة إدعمنا على patreon/Kalamyenawar تابعوا شمس على OmarShams@Linkedin OmarShams@clubhouse تنويه هام: جميع الآراء التي تم التعبير عنها من قبل شمس وضيوف البودكاست هي آراؤهم الشخصية ولا تعكس رأي أي كيان ينتمون إليه. هذا البودكاست مخصص لأغراض تعليمية فقط ولا ينبغي الاعتماد عليه في القرارات الاستثمارية. أي اعتماد على المعلومات المقدمة يتم على مسؤوليتك الخاصة #كلام_ينوّر #بودكاست #بودكاست_عربي #بودكاست_بالعربي #استراتيجيات #استثمار #صناديق_مؤشرات_متداولة #قطاعات
In this week's episode of Market Mondays, we dive deep into the current state and future prospects of various market segments and stocks. Join us as we discuss the following key topics:1.
Each month, our Carrier Connections program features a different X-linked condition with the goal to increase awareness and education of X-linked conditions and how they impact females. This month, we are featuring X-linked ichthyosis (XLI). XLI is a rare X-linked condition caused by a deficiency in the enzyme steroid sulfatase which, under normal conditions, functions to maintain the integrity of the skin. In individuals with X-linked ichthyosis, this protein's normal function is interrupted, causing cholesterol to accumulate and the shedding of dead skin cells to be prevented. Previous work into the condition, led by Dr. William Davies and colleagues, has shown that individuals with XLI are substantially more likely than non-affected individuals to present with developmental disorders, such as Attention Deficit Hyperactivity Disorder (ADHD) and autism. Today, we are joined by Dr. William Davies! Dr. Davies is interested in the (epi)genetic mechanisms underlying sex differences in brain function and behavior. His work focusses on the role of genes on the sex chromosomes (i.e. the X and Y), which are asymmetrically inherited between the sexes. A principal aim of his research is to elucidate why the sexes are differentially vulnerable to common and disabling disorders such as autism and ADHD, and ultimately to help develop more effective sex-specific therapies. Carrier Connections is sponsored by Horizon Therapeutics, Sanofi, and Ultragenyx Pharmaceutical. For more information about our organization, check out rememberthegirls.org.
Quando si parla di economia sommersa normalmente ci si riferisce alla parte delle attività economiche informali o che sfuggono alle autorità, soprattutto al fisco. A #Gaza invece l'accezione è proprio letterale, nel senso che una cospicua parte delle attività economiche viene alimentata dai traffici che passano nei tunnel costruiti sotto i confini della Striscia per aggirare i controlli di frontiera e le barriere fisiche costruite dagli israeliani e dagli egiziani. Un "modello" economico in bilico tra ingegno, resilienza, disperazione e iniziativa privata in un posto dove la sopravvivenza è una sfida quotidiana. Il paper da cui è tratta questa puntata si intitola GAZA'S TUNNEL PHENOMENON: THE UNINTENDED DYNAMICS OF ISRAEL'S SIEGE di NICOLAS PELHAM pubblicato su Journal of Palestine Studies Vol. XLI, No. 4 (Summer 2012), pp. 6–31.
We discuss key market trends of 2023 and what 2024 may have in store for the ETF industry (1:30) - Should Investors Worry About The Magnificent 7 Dominance? (6:30) - Breaking Down The Recent Rally of Small Cap Stocks (9:00) - Will Investors Reduce Their Exposure To Money Market Funds Anytime Soon (11:55) - What Should Investor Know About The Current ETF Flow Trends? (15:05) - Why Is So Much Money Being Put Into Bond ETFs Right Now? (19:00) - The Rise In Active ETFs: Should You Be Buying? (22:40) - Creating A Strong Watchlist Heading Into The New Year (28:40) - Episode Roundup: MAGS, CHAT, EQAL, XLI, AVUV, DXJ, EWJ Podcast@zacks.com
VettaFi's vice chairman Tom Lydon discussed the Industrial Select Sector SPDR® ETF (XLI)on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
$SPY $QQQ $TQQQ analysis in the newsletter published yesterday - sign up at www.dailystockpick.substack.com $NVDA 3 day rule is over - buy more under $400 I like $RSP for the catch up trade $AAPL developers conference pushing the stock higher. $NVDA QUOTE FROM LAST WEEK - Hopefully you listened. I think it's a $400 stock by the end of the year. In Mexico - the show is sponsored by $MELI - what a killer stock. In the US - the show is sponsored by Carvana $CVNA and Reeses Peanut Butter Cups SPONSORED BY VISIBLE - Check out this page: https://www.visible.com/get/?3P8FJPM, it has all the info you need to know about joining Visible. When you use my friend code, 3MFGCRG, you'll get your first month of service for $20-off! Use code DSP25 for 25% off Trendspider's platform - https://trendspider.com/?_go=gary93 Sign up for Webull and get free stocks like I did - WEBULL LINK Support the podcast - HERE Social Links and more - https://linktr.ee/dailystockpick NOTES Not going to go over $spy $qqq or $tqqq since those were in the newsletter this weekend so if you want to see the charts or see where I think those are going - subscribe to the newsletter Massive move in the non big tech stocks on Friday means those are playing catch up Look at S&P Heatmap on Finviz With the Dow up - is this the catch up? https://seekingalpha.com/symbol/DIA/charting?compare=DIA,SPY,QQQ,IWM&interval=YTD Next fed meeting June 13 $tsla - there was China news on them being the most popular car again - boom for those that bought for June pop - remember you can trade $tsll for up and $tslq for down $rsp would be the move on this type of continued catch up $xlb trend line from covid could mean a bounce $orcl earnings - they typically pop 5% -10% … it's high but if they bring up ai like $nvda did this could go crazy Pod fav because they buy and retire stock like $aapl $aapl developers conference is today - headset - MacBook Air with 15” screen and m2 chip - new m2 studio - maybe a Mac Pro - watch os with a big change. Company generating $100b of free cash flow every year - that alone deserves huge multiple but it's at an all time high. China is still soft so growth there could be huge. India innovation too because that's a very non iPhone market. Evin on Facebook $SCHD a buy at $71? And thoughts about XLI at $97? Butch from fb $nke - I don't own this (yet). Quick look at the chart and I'm thinking it wants to do another leg up here. Bounced off weekly support and weekly candle looks booolish. Anyone have thoughts
GICS changes are set to impact many popular ETFs (0:45) - Understanding The Changes To The Global Industry Classification Standard (7:00) - How Will The Incoming Changes Impact The Sector Valuations? (12:30) - What Kind Of Fundamental Changes To Industries Can Investors Expect? (17:10) - Breaking Down The ETF Fund Flow Trends: What Should You Know Right Now? (20:45) - Episode Roundup: XLK, XLF, XLI, XLY, XLP, VGT, VFH, VCR, VTC, VIS Podcast@Zacks.com
Earnings season officially kicked off! (0:21) Jason Moser and Ron Gross discuss: - Inflation falling for the 6th month in a row - The common view Jamie Dimon and Brian Moynihan have on the U.S. economy - Disney's fight with activist investor Nelson Peltz - Starbucks and News Corp becoming the latest companies announcing a return to offices - The latest from Delta Air Lines and Outset Medical (19:11) David Henkes, senior principal at Technomic, shares how the restaurant industry is “recession resistant”, the rise of drive-through, and the impact of Dry January on restaurants. (36:15) Ron and Jason share three investments on their radar: Nasdaq Cybersecurity ETF, Industrial Select Sector Fund, and S&P Global Infrastructure ETF. Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast! If you're not a member, you can get a preview of the show and learn how to get access here on Spotify! Stocks discussed: JPM, BAC, WFC, CITI, DIS, NKE, SBUX, NWS, NWSA, DAL, AAL, OM, MCD, CMG, SAM, CIBR, XLI, GII Host: Chris Hill Guests: Ron Gross, Jason Moser, David Henkes Engineer: Rick Engdahl
El Premio Especial Comarcal Pepe Miralles, esta XLI edición de los Premios José Marsal Caballero, recae en la compañía Clave Dénia S.A. y su cadena de tiendas Ale-hop, en reconocimiento a su proceso de internacionalización. Fundada en el año 1991 por Vicente Grimalt, natural de Gata de Gorgos, abrió su primera tienda Ale-hop en el año 2001. Con la segunda generación al frente de la empresa ha conseguido abrir más de 250 tiendas en España, Portugal, Croacia y Méjico. Hemos entrevistado a Darío Grimalt, consejero de la empresa e hijo del fundador.
Entrevista con Isabel Llorca y Vicenta Bixquert, presidenta y vicepresidenta de la asociación Amunt contra el Càncer de la Marina Alta, Premio José Marsal Caballero, en su XLI edición, en Valores Sociales. Se ha premiado por su labor de información y ayuda psicológica a enfermos de cáncer y familiares. Esta asociación sin ánimo de lucro apoya a personas enfermas con pocos recursos, para que tengan cubiertas sus necesidades básicas, y realiza iniciativas solidarias para recaudar fondos para la investigación pública contra todo tipo de cáncer del Incliva.
Entrevista con Ana Terencio, Premio José Marsal Caballero, en su XLI edición, en el apartado de Deportes. El jurado ha tenido en cuenta su amplia y dilatada trayectoria como deportista, practicando diferentes disciplinas como tenis o voleibol, y más recientemente natación y ciclismo. Además de inculcar su pasión por el deporte entre su familia.
El escultor Teo San José nos presenta la obra que ha creado para el Premio Especial Comarcal Pepe Miralles, instaurado por Radio Dénia Cadena SER, en el marco de la XLI edición. El reconocimiento este año recae en la empresa Clave Dénia S.A, propietaria de la marca de la cadena de tiendas Ale-hop. La obra lleva por título 'El Agua de Color'.
Entrevista con Tito Barona de Ramón, Premio José Marsal Caballero, en su XLI edición, en el apartado de Sociedad. El jurado ha reconocido a Barona por ser un ejemplo de integración social. Persona muy apreciada por la sociedad dianense. Participa activamente en el mundo festivo de la ciudad, como miembro de la Falla Centro, y de la Filà Walíes; así como del mundo deportivo.
Otis Worldwide (OTIS) manufactures elevators and escalators and its customers include residential, commercial, and infrastructure projects. George Tsilis discusses OTIS as an overlooked stock as its earnings were released October 26th. He talks about how OTIS's shares traded higher after earnings. He notes that the company's net sales are down 7.6% and organic are sales up 0.8%. He then compares OTIS to XLI, JCI, SPX, and XHB. Tune in to find out more about the stock market today.
Rubrique:philosophies Auteur: Lecture: Christiane-JehanneDurée: 39min Fichier: 36 Mo Résumé du livre audio: XL. Le jeu, 1er novembre 1913 XLI. Espérance, 3 octobre 1921 XLII. Agir, 3 avril 1911 XLIII. Hommes d'action, 21 février 1910 XLIV. Diogène, 30 novembre 1922 XLV. L'égoïste, 5 février 1913 XLVI. Le roi s'ennuie, 22 janvier 1908 XLVII. Aristote, 15 septembre 1924 XLVIII. Heureux agriculteurs, 28 août 1922 XLIX. Travaux, 6 novembre 1911 L. Œuvres, 29 novembre 1922 Suite de : Propos sur le bonheur Articles 00-16 - | Livre audio gratuit | Mp3 (audiocite.net) Propos sur le bonheur Articles 17-25 - | Livre audio gratuit | Mp3 (audiocite.net) Propos sur le bonheur Articles 26 _ 39 - | Livre audio gratuit | Mp3 (audiocite.net) Cet enregistrement est mis à disposition sous un contrat Creative Commons.
Straight from Benzinga newsdesk, hosts Brent Slava and Steve Krause bring you the market news and stocks to watch.On Fridays Benzinga's resident Options Expert Ryan Faloona joins us to spice things up.Today Ryan and Brent talk about:Today's 5 Stock Ideas: SNAP STLD BTBT NRDY GMRE Ryan's Options Picks: LAZR, XLI, DOCUSnap (SNAP) - Shares traded up about 2% Friday morning following a report the company is internally testing “Snapchat Plus,” a paid subscription that will give users early access to new features and other abilities.Steel Dynamics (STLD) - A sympathy play in the steel space. Shares of Steel Dynamics were up about 2.5% following strong quarterly guidance out of peer in the steel space, US Steel (X).Bit Digital (BTBT) - A play on recently-declining bitcoin prices. Since the beginning of May, bitcoin is down about $18,000 to around the $20,000 level. Bit Digital is a bitcoin miner. While bitcoin has fallen around 47% over the last month, shares of Bit Digital have fallen about 43%.Nerdy (NRDY) - A play on recent insider buying. Nerdy CEO purchased more than 500,000 shares of company stock this week alone. Shares of Nerdy are up about 50% over the last month.Global Medical REIT (GMRE) - A play on a large dividend yield. With a quarterly dividend of $0.21 per share, the stock's dividend yield comes out to nearly 8%.Hosts:Steve Krause Reach out to Steve at stevekrause@benzinga.comSr. Reporter Benzinga NewsdeskBrent Slava Reach out to Brent at brent@benzinga.comSr. Reporter, Head of Benzinga NewsdeskRyan Faloona Reach out to Ryan at ryanfaloona@benzinga.comDirector of Customer Success pro.benzinga.comFree 2-week trial, no credit card requiredUse coupon code YOUTUBE20 to get 20% offDisclaimer: All of the information, material, and/or content contained in this program is for informational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Please consult your own independent financial adviser before making any investment decisions.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Welcome to The Nonlinear Library, where we use Text-to-Speech software to convert the best writing from the Rationalist and EA communities into audio. This is: Maxent and Abstractions: Current Best Arguments, published by johnswentworth on May 18, 2022 on The AI Alignment Forum. This post is not-very-distilled and doesn't contain much background; it's intended for people who already have the context of at least these four posts. I'm putting it up mainly as a reference for people who might want to work directly on the math of natural abstractions, and as a technical reference post. There's various hints that, in most real-world cases, the distribution of low-level state given high-level natural abstractions should take the form of a maximum entropy distribution, in which: The “features” are sums over local terms, and The high-level variables are (isomorphic to) the Lagrange multipliers More formally: we have a low-level causal model (aka Bayes net) P[XL]=∏iP[XLi|XLpa(i)]. Given the high-level variables XH, the distribution of low-level variable values should look like P[XL|XH]=1ZP[XL]eλT(XH)∑ifi(XLi,XLpa(i)) . i.e. the maximum-entropy distribution subject to constraints of the form E[∑ifi(XLi,XLpa(i))|XH]=μ(XH). (Note: λ, fi, and μ are all vector-valued.) This is the sort of form we see in statistical mechanics. It's also the form which the generalized Koopman-Pitman-Darmois (gKPD) theorem seems to hint at. I don't yet have a fully-satisfying general argument that this is the main form which abstractions should take, but I have two partial arguments. This post will go over both of them. Maxent Telephone Argument Quick recap of the Telephone Theorem: information about some variable X passes through a nested sequence of Markov blankets M1,M2,.. Information about X can only be lost as it propagates. In the limit, all information is either perfectly conserved or completely lost. Mathematically, in the limit P[X|Mn]=P[X|Fn(Mn)] for some F such that Fn(Mn)=Fn+1(Mn+1) with probability approaching 1 as n→∞; F is the perfectly-conserved-in-the-limit information carrier. In this setup, we can also argue that the limiting distribution limn→∞P[X|Mn] should have a maxent form. (Note: this is a hand-wavy argument, not a proper proof.) Think about how the distribution (x↦P[X=x|Mn]) transforms as we increment n by 1. We have P[X|Mn+1]=∑MnP[X|Mn]P[Mn|Mn+1] First key property of this transformation: it's a convex combination for each Mn+1 value, i.e. it's mixing. Mixing, in general, cannot decrease the entropy of a distribution, only increase it or leave it the same. So, the entropy of P[X|Mn] will not decrease with n. When will the entropy stay the same? Well, our transformation may perfectly conserve some quantities. Since the transformation is linear, those quantities should have the form ∑Xf(X)P[X|Mn] for some f, i.e. they're expected values. They're conserved when E[f(X)|Mn]=E[f(X)|Mn+1] with probability 1. Intuitively, we'd expect the entropy of everything except the conserved quantities to strictly increase. So, we'd expect the distribution P[X|Mn] to approach maximum entropy subject to constraints of the form E[f(X)|Mn]=μ(Mn), where E[f(X)|Mn]=E[f(X)|Mn+1] with probability 1 (at least in the limit of large n). Thus, we have the maxent form P[X|Mn]=1ZP[X]eλT(Mn)f(X) (Note on the P[X] in there: I'm actually maximizing relative entropy, relative to the prior on X, which is almost always what one should actually do when maximizing entropy. That results in a P[X] term. We should find that E[lnP[X]|Mn] is a conserved quantity anyway, so it shouldn't actually matter whether we include the P[X] multiplier or not; we'll get the same answer either way.) Shortcomings of This Argument Obviously it's a bit handwavy. Other than that, the main issue is that the Telephone Theorem doesn't really leverage the spatial distribution of information; information only propagates along a single dimension. As a result, there's not really a way to talk about th...
Don Quijote De la Mancha, Libro de Miguel de Cervantes. PRIMERA PARTE, Capítulo XLI.Donde todavía prosigue el cautivo su suceso.
In the twenty-eighth episode of Making Mt. Rushmore, panelist Ashley Cruise joins moderator/panelist Steve Riddle to discuss which Super Bowl Halftime Performances deserve a place on their respective lists. Is Prince from XLI a no-brainer? What about Michael Jackson from XXVIII? Does U2 from XXXVI grab a spot? Does Lady Gaga from LI or N'SYNC, Aerosmith, Britney Spears, Mary J. Blige, and Nelly from XXXV deserve a place? After that, they discuss which Super Bowl Commercials will be part of that grouping. Can you argue that Coke's “Hey kid, catch” from XIV shouldn't get a spot? Will Wendy's “Where's The Beef?” from XVIII be included? Is McDonalds “Jordan vs. Bird” from XXVII in the conversation? What about Budweiser's “Frogs” from XXIX & Pepsi's “Cindy Crawford” from XXVI?
Everyone's favorite redhead joins Liz and Jenny on Red Shirt Thursday! Frank talks Small Exchange futures and management ideas. Featured Symbols: /STIX, /SM75, XLE, and XLI
Everyone's favorite redhead joins Liz and Jenny on Red Shirt Thursday! Frank talks Small Exchange futures and management ideas. Featured Symbols: /STIX, /SM75, XLE, and XLI
In this week's episode of Reformed Millennials, Broc and Joel tackle Tanay’s piece on Nubank and the emerging market banking system, Web3’s impact on government, and what the great awakening means for millennials. If you want some interesting takes on startup valuation and market sentiment, we highly recommend you tune in for this week’s show.Listen on Apple, Spotify, or Google Podcasts.If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to.👉 For specific investment questions or advice contact Joel @ Gold Investment Management.📈📊Market Update💵📉Today’s Chart of the Day was shared by Steve Strazza (@sstrazza). It’s a chart of the Industrial sector ETF, $XLI, year-to-date. The largest weighted stocks in $XLI include $HON, $UPS, $UNP, $BA, and $RTX. Several key sectors and indexes are retesting their recent breakouts this week. The Industrials sector is one of the more important ones to watch here as it has historically been one of the most correlated sectors to the S&P 500. In a comment to the Chart Report, Steve said “Industrials are my cheat sheet to the overall market direction right now. So far, this is just a classic retest, which is completely normal. If we’re above that ~$105 level, things are probably fine. But, if $XLI fails to hold that level, it would be time to start looking around for other warning signs.”From JP MORGAN: “Easing US-China tariffs are a potential non-consensus equity tailwind .. The benefit to US stocks’ EPS would be material, with improving margins and easing supply chain issues. The sectors most impacted by the trade war now stand to gain the most.A reversal of existing tariffs could represent a direct EPS benefit of $5 for the S&P .. Trade tariffs have cost consumers and corporates a total of ~$128B cumulatively and $44B alone so far this year .. a partial unwind would be a source of margin and earnings upside.Understanding NubankNubank is the world’s largest neobank with over 48M customers in Brazil, Mexico and Colombia, including 1.1M SMEs.While the end goal for many fintech companies is to be a bank, very few start off like that. Most start with a single product typically targeted at their core customer segment which serves as a wedge and then layering on other products as they make their move towards becoming a bank.Nubank started off with a credit card product, which was their initial wedge to acquire customers. Since then, they have expanded their product suite over time, with the pace of expansion continuing to accelerate, as in the chart below.Balaji vs. Ferris - The great Awokening💸Reformed Millennials - Post of The WeekThe Restoration Hardware Business Model: $RHThe rise of modern brick and mortar. Furniture's version of Apple.If you have 15 mins, watch the 3 videos attached at the bottom of this.Retail -->Imaging your "new" lifeIn the last 10 years, RH’s real estate footprint went through a transformation. Their showrooms can be broadly aggregated into two segments: legacy galleries, and design galleries. Design galleries typically consist of multiple floors and ~30-50k sqft big, almost 3-5x in size of a typical legacy gallery. The idea of the design galleries is to elevate the luxury status and blur the utility nature of the products RH is selling. These new format galleries include restaurants, bars, gardens etc. which create a sense of luxury house rather than a retail store. I have checked out the restaurant menu; the food price seems reasonable. The inclusion of restaurants/bars within the store is more of a strategy to increase foot traffic and maintain a lively environment. The increased foot traffic is an important barometer to get good deals for its real estate which I will discuss later. As per this article, Chicago RH was the 7th most Instagrammed café in the US in 2017 and RH West Palm Beach location was trending 35% ahead of Chicago’s first-year numbers (interestingly, RH, the brand itself, has no IG presence).See attached videoThe first design gallery was launched in 2011 in Los Angeles and Houston. In its S-1, RH mentioned that “in the Los Angeles market, we have increased store demand by 85% and direct demand by 30% and in the Houston market, we have increased store demand by over 60% and direct demand by over 50%, in each case from the date of opening our new full line Design Gallery in that market to May 19, 2012.”Why did Friedman shift their strategy from legacy galleries to design galleries in 2011?I am not sure what prompted this change, but after the initial success of the first two full-format design galleries, RH decided to lean into this new format and radically change its store footprint by gradually closing legacy galleries and launching these new, very posh looking design galleries. In its S-1, RH identified 50 metropolitan markets where they would open design galleries and predicted in 2012 that their selling square footage in North America would double over the next 7-10 years. As you can see below, that prediction turned out to be a bit too optimistic, but even then I think we wouldn’t find too many physical retailers in North America in the last 10 years at RH’s scale which increased their sqft footprint by almost 50% when Amazon was wreaking havoc on the entire retail industry. This shift in strategy is evident in the store footprint numbers; in 2012, design galleries were only ~18% of total selling sqft which increased to ~72% in 2020 whereas legacy galleries share went down from ~80% to ~25% during the same time. Despite opening these ~3-5x sized galleries compared to legacy ones, sales per sqft increased by ~10% (not CAGR) over the last 8 years. But the business enjoyed impressive operating leverage as it increased gross margin from 36.6% in 2012 to 46.5% in 2020, decreased SG&A as % of revenue from 42.4% in 2012 to 24.1% in 2020, and hence significantly improved operating margin from -5.8% in 2012 to 21.8% in 2020.Friedman shared bit of a funny story at 2017 Goldman conference how they decided not to pay for ads on Google:“We had a marketing meeting in the company several years ago. And the online marketing team was pitching to double their budget, right? And at the time, saying, “Look, nobody in the company is doubling their budget, but tell me why you believe that’s the right thing to do.” And they said, “Well, look, our customer acquisition costs and our ad cost is the lowest in the company.” And I said, “Well, tell me about the data. Show me how.” And they said, “Well, people who click through the words that we buy on Google, the ad cost was the lowest.” And I said, “How do you know that they’re clicking on the word and going to the website because of the word you bought, versus they saw a store or they received a Source Book?” They said, “Oh, we know.” I said, “Well, how many words did you buy?” And they said, “3,200.” 3,200 words. I said, “Well, what are the top words? How are they ranked?” Yes, they ranked into the words that, “Oh, we don’t have that,” right?And I was getting the look at like oh, Gary’s kind of one of these old brick-and-mortar guys. He just doesn’t get it. I said, “Well, what are the top 10 words?” And they didn’t have the information. I said, “Why don’t we cancel the meeting and come back next week when you have the data? I’m sure the Google sales representatives who are taking you to the expensive lunches and selling you the 3,200 words have that data. So why don’t we get the data and then let’s review the data.”And they came back the next week and we sat in a meeting, and all of a sudden, I can tell there’s a little change in the faces. The heads were kind of down, everybody kind of came in. I said, “So what did we find out?” And they said, “Well, we found out that 98% of our business was coming from 22 words.” I said, “Wait, we’re buying 3,200 words and 98% of the business is coming from 22 words? What are the 22 words?” And they said, “Well, it’s the word Restoration Hardware, and the 21 ways to spell it wrong.” Okay? Immediately, the next day — okay, immediately the next day, we canceled all the words, including our own name. By the way, we were paying for the little shaded box above our words, and they said, “Well, no, we have to hang on to that because Pottery Barn might squat on top of us.” And I said, “Excuse me?” I said, “If someone goes to a mall or a shopping center, and they’re going to Restoration Hardware and there’s a Pottery Barn there, they’re already squatting, okay? It doesn’t mean they’re going to go into their store.” If somebody wants — Tiffany’s was just here. If somebody wanted to buy a diamond from Tiffany, and just because Zales is sitting on top of them in a shaded box doesn’t mean they’re going to go to Zales and buy a diamond.”Given the shift to a larger size store format, one might wonder about the capital intensity of this new format. RH leveraged its ability to drive foot traffic and since it has effectively become one of the anchor tenants, it modified its real estate strategy over the years to ensure ROIC remains attractive. In the past, a typical RH store had contracts with landlords that included minimum rent, and then escalating rent based on % of sales after minimum thresholds are reached. As RH moved to design gallery format, they had opportunistically pursued either of the following three strategies (more details can be found in 2018 Investor Day):a) Capital light leasing deals: While in the past landlords contributed 35-50% of the capital, RH mentioned landlords now contribute anywhere between 65-100% of capital. With their rooftop hospitality/restaurant experience attached to each showroom, RH managed to become a key driver of foot traffic which gave them leverage to get sweetheart deals in recent years for the design galleries.b) real estate development model: In this model, RH develops the showroom and enters into a sale-leaseback with the landlord. Friedman explained the rationale in 2018 Investor Day:“So the key benefits, it gives us the opportunity to buy and develop unique retail locations, the ability to structure the sale-leasebacks with significantly lower rents. The key is we’re cutting out the middleman. We don’t need the capital of the developer. And frankly, they don’t add a lot of value when we’re a key driver of great customer — high-income customer traffic, and we have this beautifully integrated experience like this. Going to having a developer in the middle of it really adds no value. Their capital is more expensive than ours is. They’re generating their own profits, and we’re able to cut that out. We can eliminate percentage rent we — and expensive triple nets and pass-throughs, and we’re also minimizing depreciation and amortization. Of course, if we have money left in a development, we have to depreciate and amortize that, so that’s an earnings drag.”c) Joint venture projects: Let me again quote Friedman from the 2018 Investor Day to explain this model:“This is a situation where we’re able to value — to really leverage the value of RH lease to create a joint venture or profits opportunity with minimal capital investment by RH…this is typically where we can’t buy it. Someone owns it, they want to do a lease with us. We come to them and say, we’re not going to do a lease, but if you want to participate in some of the upside and we participate as well, we’ll structure a joint venture. This is one where we contribute the value of our lease in exchange for the joint venture profits interest in the project, and our profits interest is paid upon a sale or refinancing of a project within 5 years or less, typically.”Apart from real estate deals, RH also made significant changes in its supply chain.In its 2015 10-K, RH mentioned they had 6 distribution/fulfillment centers spanning 6.2 mn sqft. RH streamlined its fulfillment centers and reported only 3 fulfillment centers spanning 3.9 mn sqft in 2020 (planned to open another one in 2021 whose size is 1 mn sqft; also had one fulfillment center for Waterworks which was acquired in 2016). They also had 6 home delivery center locations and they even used 3 DCs for some home delivery. Instead of 6 smaller-sized home delivery centers, RH now has just one large home delivery center. If you want to return furniture, it goes to one of the 38 RH outlets where RH sells these products at a significant (up to ~70%) discount. While design galleries and outlets are different concepts, the mere existence of these outlets can potentially put a dent in RH’s ambition as Rishi explained:“true luxury almost never sells at a discount. They will burn inventory but almost never sell at a discount. It may not qualify for true luxury (Ferrari, Hermes, LVMH) just based on this. Maybe better to call it a brand”Because of the expanded store size of design galleries and the fact that it operates as showrooms and hence no huge inventory, it can accommodate ~30% of SKUs per gallery vs only ~10% SKUs in legacy galleries. Once a customer order either online, in-store, or by phone, the delivery can take weeks depending on product or availability. For larger merchandise and furniture categories, RH delivers the products by its own delivery professionals, but they also use third parties such as UPS to deliver some products. The delivery fee is dependent upon how far the nearest gallery is from your location (see delivery schedule below). These supply chain and logistics changes are important part of the RH’s transformation in the last 5 years. Days of inventory on-hand decreased from ~146 days in 2017 to ~118 days in 2020.As alluded earlier, you can also order online, in fact, almost half of the sales come from online/sourcebook/trade contracts (B2B sales). If I had to guess, it would probably rank in this order:online,sourcebook,trade contractsWhile e-commerce has been a secular force, RH understood the inherent difficulty of building a luxury brand online. Friedman explained how the economics online can potentially be far more ruthless than in the physical world and if only a brand has a significant cognitive recall can it have a chance of profitably scaling online:“The other thing we believe is that the web is the most democratic channel. It is the most democratic channel. It is the most difficult to differentiate. Holly’s Home Store looks as big as Restoration Hardware online, right? So we all have the same size storefront online. And in many ways, it’s an invisible storefront. You don’t walk by it. You don’t see it. But a consumer would have to click on our website 10,000 times to understand the real difference. So we believe it’s the most democratic channel."The other thing we believe is the web is not the most profitable channel, and I think we’ve been saying that for 10 years and what’s funny as I’ve read so many reports and had so many people talk about their growth in online sales, and the fact is most retailers that have increased their online sales have decreased their operating margins. And I would challenge anybody to name an online-only retail brand that has reached $1 billion profitably. And when I ask that question I usually say, “Anybody? Anybody?” Because there hasn’t been one, right? There hasn’t been one. And I think it’s been one of the fallacies and one of the kind of simplifying assumptions that people have made that if you don’t have brick-and-mortar, you don’t have a cost structure that you don’t need, and therefore, online will be more profitable. And they overlook the fact that an online store is an invisible store. You don’t see it. The cost to acquire a customer for an online business is significantly higher than a retail business.For brands not selling commodities and it will be the most capital efficient way to scale in a physical world, we still live in a physical world. A lot of people talk about the age of Amazon, and the death of the department stores, and we believe that Amazon falsely accused. The fact is department stores have been dying of old age and a lack of innovation for years. This is nothing new. It’s not just because of Amazon. If I asked everybody here to raise their hand of who likes to go into a department store today? I wouldn’t get a lot of hands, right? You kind of have to go there. It’s not like you want to go there. But I think that, that point has confused people and has gotten people to kind of believe that physical stores are liabilities.”One other sales channel is RH’s sourcebook which is ~2,500-page catalog of RH products that is sent to RH members. Even if you are not a member, you can order it to be delivered to your address or you can just browse the whole catalog online.One of the important elements of RH’s transformation over the last few years is RH membership program.What exactly is it? Friedman was inspired by Amazon Prime’s success. I have a lot of sympathy for the way Friedman views the fickle behavior of customers online. Very few retailers online actually own the customers; almost all of them own mere transactions as customers mostly start their journey on Google, Amazon, or via Facebook/Instagram ads. It is these companies that own most of the customers that shop online and the rest of the world is mostly competing against each other to mostly share lucrative economics with those big tech companies. I suspect even Bezos understood this fickle nature online and I wonder whether he too felt Amazon just owned millions of transactions and not nearly as many customers. Perhaps this prompted Bezos to launch Prime which certainly let Amazon “own” the customers. Friedman too understood how unfair the fight is if you have to compete for the same customer again and again till eternity. In 2016, RH launched this membership program that lets customers sign up for just $100 and enjoy 25% savings on all full-priced items and additional 20% savings on all sale items. Given that almost every single item that RH sells costs more than a thousand dollars, it is very tempting to sign up for the membership program since the discount you receive pays more than what it costs to be an annual member. What it does for RH though is create a significant cognitive recall from their members whenever they are in the market for new furniture. As per its latest 10-k, RH had 434,000 members and 97% of its sales come from its members. Recently, RH increased the membership fees to $150, implying some pricing power here as well. This is also lucrative from a profitability perspective as all the revenue from the membership program has a 100% gross margin. Unfortunately, there is not much disclosure around the membership program, and I don’t know the frequency of purchase and churn/retention of the members.While RH today is primarily confined in the US (just four galleries in Canada), Friedman has his eyes on Europe. He also does not want to stop at luxury furniture as he appears to have much bigger ambitions with the “RH” brand with plans to launch RH Guesthouse and many other initiatives going forward.Some really good further reading:https://moiglobal.com/william-brewster-202001/Hollywood store: Chicago: NY: The Visa Opportunity or It’s Last Hurrah?Visa's share price has fallen 6.7% since Amazon announced it will stop accepting U.K. Visa credit cards in 2022 - an over-reaction in our view.While the ban is ostensibly about Visa's U.K. fee increases, Amazon is applying pressure on multiple fronts and the U.K. may be a pilot.However, Amazon's U.K. volume is immaterial for Visa, and its global volume is likely just a low-single-digit percentage of Visa revenues.We believe there will be a resolution, as with past disputes - the consumer is on Visa's side, and Amazon risks losing business.Here is a quick framing for the $Visa valuation and why this could be an interesting entry. Depending on the timeframe $V CAGR'd EPS @ 15-20% over the last ~5-10 years which is nothing new for long-term holders. The economy coming off Covid lows and cross-border travel/business is not expected to be back to 2019 levels until roughly 2023/24.On 23/24 forward year (ending Q3) $Visa is trading at ~24x and 20x, discount to trough valuation for any period in the last ~8-9 years. Valuation matters - investors seem to have needed a reminder.At 30x Next Twelve Months Price/Earnings would get to share price of ~$250 and ~$300. We don't think it's a stretch, as sentiment for these high-quality businesses tends to ebb and flow with narratives/price action. Uncertainty around next ~3years of recovery and xb.Elevated savings rate globally = pent up demand for xb, the upshot being the estimates could be conservative, especially with new treatment such as $PFE pill. COVID will persist, seeing with 4th wave now & reminds investors of LT challenges, adding to de-rate with $AMZN headline. (see above link)The world of faster innovation cycles brings higher regulatory barriers. How defensive is the $V/ $MA business? I think it’s safe to argue competitive pressures will take longer to affect growth, and both will grow EPS at similar rates post 2024 as pre-COVID. The war on cash continues.🌊Companies To Peruse🌊PartyRound - An automated fundraising tool for founders - Raises $7m Seed 🔮Best Links of The Week🔮Idea Legos - Ideas can build on each other like legos, just like software. Ideas are composable. from not boringThe Face of Inflation: An Energy…Mistake - Peter ZeihanNear Record ARKK Underperformance - BespokeThe Rising Tide of Semiconductor Cost - Fabricated KnowledgeEric Golden - Bored Ape Yacht Club - Eric Golden is a former Portfolio Manager at Fidelity. We cover the Bored Ape Yacht Club in detail, use Bored Apes as a lens to understand how NFT projects are creating strong membership communities, and explore the tools projects are using to differentiate themselves.Understanding Nubank - Tanay Jaipuria Subscribe at www.reformedmillennials.com
Moby Dick o La Ballena Blanca. Herman Melville. XXXVII a XLI
Lookit Willya Listen is a weekly podcast hosted by Niamh Bennet and Al Dunne. Episode 41 - XLI - features renting toys, drugged up ells and record players. Another half an hour of entertainment to brighten up your day.
Welcome to Money Vikings! Real Estate, a source of wealth for the Viking Kings and Queens, and The Genomics Age of Cancer screening, these things have nothing in common, but they will be interesting to explore, the Dad jokes and Investing ideas continue on the Money Vikings Podcast #51! SPY seems to bounce off the 50 day on options expiration Friday then rally for 4 weeks. Can it be this simple? AAII - Investment survey - people are very bearish on small 2% drop. 1$ a week free for the rest of your life! Crypto.com offering 6% yield on USDC. Cathie and ARK Genomics and others are identifying companies developing a blood test that detects cancer years before traditional screenings. How to Get Started in Real Estate - The Ultimate Checklist REITs and Fundrise as an alternative It's a Dividend Early Christmas for investors next week 9/23: VXUS, VYM, XLE, XLI, VDADX dividends -------------------------------------------------------------------------------------------- Subscribe to Premium Today - Get trade ideas, Weekly Newsletters, Technical Analysis, Tools, Macro Investment Ideas, Guides and Tutorials, direct access to Bob, Jerry, and Greg, and much, much, more! USE CODE TMVLISTEN AT CHECKOUT FOR 30% OFF! Lock in a low monthly rate today! Learn More about Premium - Not sure you want to take the plunge into Financial Freedom just yet? Learn more about premium, check out our free articles and podcast archive.
JC Parets is watching the industrials, what he calls 'the most important sector in America'. If you want to know what will happen watch the XLI. Keep an eye on the outperformers such as the $FAANG's names, he likes Amazon and Apple above key levels. Potential actionable ideas in the midcap software now: $ESTC, $AVLR and more. Semi's demand is driving prices high, he is calling for significant rise in NVDA as long as it holds support. Others to watch such as Cryptos, Uranium, oils, natgas, materials and others.Tune in now for the levels he is watching for and the names discussed above and more!Please send any comments for future guests and questions to: contactc3m@gmail.comRemember to please Like, Share and Subscribe! Follow me on: Twitter: @catherinebiztv https://twitter.com/CatherineBizTV Instagram: @catelizabethmurray https://www.instagram.com/catelizabethmurray/?hl=enFor more information about JC, find him here All Star Charts: https://get.allstarcharts.com/DISCLAIMER: This video is presented for informational and entertainment purposes. The views discussed in the interview should not be taken as investment advice. Please consult a financial advisor before making any financial decisions.
TimingResearch.com Crowd Forecast News Episode #309, recorded at 1PM ET on August 23rd, 2021. The full video, timeline, special offers, and show notes available here: https://timingresearch.com/blog/2021/crowd-forecast-news-episode-309/ Highlights: • S&P 500 / $SPX / $SPY projections for the week. • Other symbols discussed: $PYPL, $IWM, $TSLA, $AMZN, $GBTC, $BNTX, $LTHM, $SMH, $XLI, $FCX, $SCCO, $EUFN, and many more! Lineup for this Episode: - Wally Olopade of RightSideTrading.com - Alaina Nicole of OptionsBae.com - Harry Boxer of TheTechTrader.com - The Option Professor of OptionProfessor.com (moderator) Terms and Policies: https://timingresearch.com/policies/
ETF.com editor-in-chief, Drew Voros, weighs in on the top ETF sectors - energy: XLE, financials: XLF, real estate: XLRE, industrials: XLI, and materials: XLB. In addition, what sectors have seen the biggest ETF outflows, and has there been a rise in dividend ETFs?
This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking asset allocation with Phil Camporeale, portfolio manager with JPMorgan Asset Management. Fed Chair Jay Powell has been “unbelievably consistent” in his dovishness amid the panic, says Camporeale, expecting no imminent policy - or even communication - changes out of the central bank despite what’s been a raft of strong economic prints of late, and what’s likely to be whopping 9% GDP growth in Q2. Wage pressure will be necessary to make perky inflation numbers anything more than transitory, says Camporeale, but despite some impressive job gains, the unemployment rate remains elevated and labor force participation rate under serious pressure. With all that unused labor sidelined, it’s hard to imagine the sort of wage-push inflation that might put the Fed on alert. It adds up to Camporeale and team remaining overweight stocks vs. fixed income, overweight cyclicals like financials (XLF), industrials (XLI), and energy (XLE) vs. big-cap tech, overweight cyclical economies like the U.S., Europe, and Japan, vs. tech-dominated emerging markets, and equal-weighted market indexes vs. cap-weighted indexes. There’s plenty more, including what areas of fixed income Camporeale is allocating money to, why he’s not sold on Bitcoin as an appropriate diversifier for his portfolios, and the lesson Jay Powell learned (and won’t forget) from late 2018. Learn more about your ad choices. Visit megaphone.fm/adchoices
Václav Michalskij - Jaro v Kartágu, románová sextalogie o moři a emigraci
Čtvrtá část románové sextalogie Václava V. Michalského Jaro v Kartágu – Chrám smíření Autorské čtení překladatele románu Václava Hrbka „Bůh nám dal příbuzné, abychom se na nich učili lásce.“ F.M. Dostojevský Knížka ke stažení E-book první části sextalogie Jaro v Kartágu ke stažení zdarma (napište do políčka Slevový kupón: JvK) – klikněte ZDE Anotace a book trailer […] The post 4.4.41. – Chrám smíření – kapitola XLI. appeared first on Václav Michalskij - Jaro v Kartágu - románová sextalogie o moři a emigraci.
Super Bowl Champion Jeff Saturday joins Trey to discuss playing with two of the greatest quarterbacks to ever live, Peyton Manning and Aaron Rodgers, among many surprising and hilarious stories. He tells the amazing story of how he even made it to the NFL as an undrafted free agent, remembers an iconic sideline squabble with Manning, and recalls some amazing Super Bowl memories (XLI vs Chicago) and some... not amazing memories (XLIV vs New Orleans).
This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher first talking with Blu Putnam, chief economist at CME Group, and then with Lindsey Bell, chief investment strategist at Ally Invest. The strength of this wave of the coronavirus has surprised Putnam, who says the economic recovery will now take longer than he expected when he last appeared on Alpha Trader back in August. He also takes note of the uneven nature of the recovery and says traditional central bank stimulus - lowering rates, buying assets - isn’t necessarily suited to the task. Instead, he says, fiscal stimulus - targeting particularly stressed areas of the economy - is what’s needed. It’s no secret that markets for the moment are looking past some nasty news on Covid-19, and instead focusing on 6-12 months from now when a vaccine might be begin to take hold around the country (and the globe). Fair enough, says Putnam, but he believes markets are also pricing in as many as two rounds of fiscal stimulus - one this month, and another perhaps larger package after January 20. The combination of government action and a vaccine should be highly favorable in particular for the cyclical sectors like energy (XLE), industrials (XLI), and financials (XLF). While there will be near-term bumps in the road in terms of bad Covid news and its effect on the economy, Lindsey Bell also believes investors are looking over that valley and seeing vaccine availability and fiscal stimulus as reasons to be bullish about 2021. Maybe not talked about enough is the enormous amount of “dry powder” being held by the U.S. consumer, even as the economy remains soft and fiscal stimulus benefits run out. Bell notes consumers this year have been building savings to double-digit percentage levels, sending retail deposits across the banking system to a record $15T. While there surely needs to be a near-term fiscal bill targeted at those most hit by the pandemic response, Bell says a viable vaccine is liable to unleash an explosion in spending next year as consumers look to move some of that massive savings stash. The sell-side 2021 consensus S&P 500 EPS forecast of $167 might prove too modest, suggests Bell. Bell is particularly bullish on the Dividend Aristocrats - names in the S&P 500, but those that have been paying and raising dividends every year for at least 25 years. Over long periods of time the Aristocrats have nicely outperformed the broader index (assuming reinvested payouts), but that hasn’t been the case this year as big cap tech and work-from-home names have done way better. The gap has narrowed a bit since early November (alongside vaccine optimism), and Bell expects that to be just the start of a move for the dividend players. One of the better-known ETFs for playing is the ProShares S&P 500 Dividend Aristocrats ETF (NOBL). There’s plenty more, including Putnam throwing a little shade at the Black-Scholes options pricing model as he describes the CME’s new Group Volatility Indexes ((CVOL)), and Bell reminding that financials might return to hiking dividends next year as the Federal Reserve lifts pandemic-restrictions on bank payouts. Learn more about your ad choices. Visit megaphone.fm/adchoices
A mocsárban sétálok. Azt sem tudom, hogy dél van-e, vagy este. Mikor azt hittem, hogy egy szürke gém énekét hallom, az indákkal körbefont fák fölött csupán a halovány égboltot láttam. A fejem fölé magasló nádas mozdulatlanul eltakarja a vízfelszínt. A víz sem mozdul. A hínár sem mozdul. A víz fenekén élő halak sem - élnek egyáltalán halak ebben a mocsárban? | Szerző: Akutagava Rjúnoszuke (1892-1927) | Forditotta: Rudlof Dániel | Megjelent: Műhely - Kultúrális Folyóirat (Győr), 2018. XLI. évf., 5-6. sz., 2018/Japán, (2018. október 30.), 76. o. | Felolvassa: Ambrus Attila József (2013) | Címkép: Pixabay | A szerzőről: A modern japán novellisztika megteremtője. A Tokiói Császári Egyetemen végzett angol szakon. Első publikált novelláját, az azóta klasszikussá vált A vihar kapujábant nagyjából 150 másik követte. Utolsó éveiben pszichés és fizikai betegségek gyötörték, 35 évesen öngyilkos lett. #akutagavarjunoszuke #ambrusattilajozsef #ambrusaalkotoistudioja
In this episode we answer a listener question and provide a summary and analysis of RPAR, the Risk Parity ETF. Links:RPAR Third Quarter Review Slide Deck: https://rparetf.com/quarterly-reviews/Review--1602725674-RPAR-Risk-Parity-ETF-Quarterly-Review-3Q20.pdfRPAR Quarterly Reviews Page, Including Webcast: https://rparetf.com/quarterlyreviewsMarketwatch List of RPAR Components: https://www.marketwatch.com/investing/fund/rpar/holdings?mod=mw_quote_tabPortfolio Visualizer Analysis of RPAR-like Portfolio vs. Golden Ratio Portfolio:https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=4&startYear=1985&firstMonth=1&endYear=2020&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=1&absoluteDeviation=5.0&relativeDeviation=25.0&showYield=false&reinvestDividends=true&portfolioNames=false&portfolioName1=Portfolio+1&portfolioName2=Portfolio+2&portfolioName3=Portfolio+3&symbol1=VTI&allocation1_1=10&allocation1_2=42&symbol2=VTMGX&allocation2_1=6&symbol3=VEIEX&allocation3_1=6&symbol4=XLE&allocation4_1=4&symbol5=XLI&allocation5_1=4&symbol6=XLB&allocation6_1=4&symbol7=TLT&allocation7_1=29&allocation7_2=26&symbol8=TIP&allocation8_1=29&symbol9=GLD&allocation9_1=8&allocation9_2=16&symbol10=VNQ&allocation10_2=10&symbol11=CASHX&allocation11_2=6
Market movements are the result of many factors: including supply & Demand, psychology, sentiment, and much more. As a result, the market can be fragmented into sectors which each offer a push/pull on the direction of the indexes. Tillie Allison-Harris joins me to talk about sector scanning and tools used to help put her on the right side of the market and sector!. Join us live at 2pm PST today and send in your questions!
Los puristas del metal siempre han tenido problemas para apreciar y aceptar nuevos sonidos y la década de los 90s no fue la excepción. En Estados Unidos algunas bandas experimentaron con sonidos diferentes a los tradicionales y nacieron ciertos subgéneros que crearon una revolución al interior y exterior de la comunidad metalera, cuyo crecimiento como debacle fueron igual de abruptos.En el episodio XLI de #AloBestiaPodcast analizamos algunos de estos sonidos, nacidos en Estados Unidos, que causaron polémicas alrededor del mundo.Episodio grabado el 27 de agosto de 2020 en línea, desde Bogotá - Colombia.Escucha la lista de reproducción (playlist) de este episodio en:- Youtube: https://www.youtube.com/playlist?list=PLzEUmf3C1pXHEGbD3Lwy_YS7ig01Ks0Wn- Spotify: https://open.spotify.com/playlist/6yiKxtEYE0qh0mD8DBBDDX?si=8EM4SlGrQoWlLzPVbIkUhA- Deezer: https://www.deezer.com/playlist/8108936922Artistas recomendados en este episodio:Stuck Mojo - Not Promised Tomorrow (Snappin' Necks, 1995)Machine Head - From This Day (The Burning Red, 1999)Mudvayne - Ddig (L.D. 50, 2000)Queensrÿche - Some People Fly (Hear in the Now Frontier, 1997)Killswitch Engage - Numb Sick Eyes (Killswitch Engage, 2000)
What is Aquinas say about fear? USE PROMO CODE “https://www.saintcards.com/ (MANSHOW7)” FOR THIS MONTH WHEN ORDERING SAINTCARDS AND GET AN ADDITIONAL $7 OFF! We are looking for a few men who are taking their faith seriously. Support the show – Get awesome thank you gifts http://www.patreon.com/thecatholicmanshow (Become a Patron!) https://www.patreon.com/posts/audio-on-to-most-38885894 (An audio recording of the promotion to the devotion of the Most Precious Blood) About our drink: https://www.basilhaydens.com/dark-rye?utm_source=google&utm_medium=ppc&utm_campaign=int_dark-rye_exact&utm_term=basil%20hayden%20dark%20rye&utm_id=google_2062759129_75873194803_363742656376_kwd-468596494294_c (Basil Hayden's Dark Rye) From their website: Blending is an art form, and our Dark Rye is your chance to own what might very well be a masterpiece. It all begins with Kentucky Rye, providing a firm foundation of spice, oak, dried fruit and subtle molasses undertones for this release to build upon. From there, Canadian Rye from our award-winning Alberta Distillery is skillfully layered in. A touch of California Port, and its complementary notes of ripe fruit, provides the third and final layer to a whiskey just as at home on the rocks as it is in a cocktail. Full in flavor, yet delicately nuanced, you'd be wise to grab a bottle of our Dark Rye to experience this magical blend for yourself. About our gear: Shotlock for shotguns. Learn more about it https://www.shotlock.com/shotgun (here). Our topic: WHETHER THE OBJECT OF FEAR IS GOOD OR EVIL?[1] Fear is a movement of the appetitive power. Now it belongs to the appetitive power to pursue and to avoid, as stated in Ethic. vi. 2: and pursuit is of good, while avoidance is of evil. Consequently whatever movement of the appetitive power implies pursuit, has some good for its object: and whatever movement implies avoidance, has an evil for its object. Wherefore, since fear implies an avoidance, in the first place and of its very nature it regards evil as its proper object. It can, however, regard good also, in so far as referable to evil. This can be in two ways. In one way, inasmuch as an evil causes privation of good. Now a thing is evil from the very fact that it is a privation of some good. Wherefore, since evil is shunned because it is evil, it follows that it is shunned because it deprives one of the good that one pursues through love thereof. And in this sense Augustine says that there is no cause for fear, save loss of the good we love. In another way, good stands related to evil as its cause: in so far as some good can by its power bring harm to the good we love: and so, just as hope, as stated above (Q. XL., A. 7), regards two things, namely, the good to which it tends, and the thing through which there is a hope of obtaining the desired good; so also does fear regard two things, namely, the evil from which it shrinks, and that good which, by its power, can inflict that evil. In this way God is feared by man, inasmuch as He can inflict punishment, spiritual or corporal. In this way, too, we fear the power of man; especially when it has been thwarted, or when it is unjust, because then it is more likely to do us a harm. In like manner one fears to be over another, i.e., to lean on another, so that it is in his power to do us a harm: thus a man fears another, who knows him to be guilty of a crime, lest he reveal it to others.[2] WHETHER THE EVIL OF SIN IS AN OBJECT OF FEAR?[3] I answer that, As stated above (Q. XL., A. 1; Q. XLI., A. 2), as the object of hope is a future good difficult but possible to obtain, so the object of fear is a future evil, arduous and not to be easily avoided. From this we may gather that whatever is entirely subject to our power and will, is not an object of fear; and that nothing gives rise to fear save what is due to an external cause. Now human will is the proper cause of the evil of sin:... Support this podcast
Dal teatro degli arcimboldi RKO è lieta di presentare la XLI puntata di Altri 5 minuti! Lo show degli show, don le notizie delle notizie e i presentatori dei presentatori. Sembriamo idioti ma in realtà siamo molto peggio, per questo...non perdeteci!
This week's Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking first with Jeff Kilburg, the founder and CEO of KKM Financial and a CNBC contributor, and then with investor, entrepreneur, and host of his own podcast, James Altucher. Kilburg sees the risk in the market now being with those overweight cash, and expects the S&P 500 (SPY) to soon test the 3,000 level (it closed at 2,955 on Friday). What might throw the market off is what we saw a bit of last week, and that's a resurgence in trade tension between the U.S. and China. While acknowledging that possibility, Kilburg sees as far more important the drive towards a COVID-19 vaccine, and acceleration in economic reopening across the nation. Speaking of reopening, Kilburg takes note of what drove the market higher last week, and that was economically sensitive plays like energy (IYE), financials (XLF), and industrials (XLI). That doesn't necessarily mean this bull move is about to shift from tech leadership - Kilburg expects the Nasdaq (QQQ) to soon return to its February all-time high. Altucher recently published an article on Seeking Alpha titled "Stocks: The Good, The Bad And The Ugly." In it, and on the podcast, he describes his cautiously optimistic outlook as driven by the end of the lockdowns and the massive government stimulus. He takes note of comparisons to the Great Depression, but says that makes zero sense. He reminds that the initial response then - hiking tariffs, crimping fiscal policy, and allowing the banks to fail (and the resultant crash in money supply) is the exact opposite of what policymakers did this time around. Getting to the "Ugly" part, Altucher describes why it kind of makes sense for the stock market to surge as the economy crumbled: The economic shutdown is to the benefit of the large, well-capitalized companies that make up the major indexes. Just think about Starbucks (SBUX) vs. mom-and-pop cafes. Yes, Starbucks was already grabbing market share from them, but the pandemic has sped the process up - those mom-and-pops aren't coming back, and Starbucks will end up with their business.
Este proyecto fue pensado, ideado y ejecutado durante la pandemia de COVID-19. Esperemos que lo disfruten. También disponible en: -Youtube: https://youtu.be/GyVsqIoCpJ8 -Anchor: https://bit.ly/3bsxbG6 Han participado: -Jesús Gil: Rimas I, II y III, desde Talavera de la Reina (Toledo). -Carmen Malia: IV y V, desde Torrox (Málaga). -Nacho Rodríguez: VI , VII y VIII, desde Alcalá de Guadaira (Sevilla). -Rosa Pérez: IX, X y XI, desde Talavera de la Reina (Toledo). -Alonso Luna: XII y XIII, desde Barbate (Cádiz). -Lidia Bernal: XIV, XV y XVI, desde Barbate (Cádiz). -Ariadna Malia: XVII, desde Barbate (Cádiz). -David Malia: XVIII, XIX y XX, desde Barbate (Cádiz). -Fran Rodríguez: XXI, XXII y XXIII, desde Madrid. -Sonia Sánchez: XXIV, XXV, XXVI, desde Talavera de la Reina (Toledo). -Juan Saucedo: XXVII, XXVIII y XXIX, desde Valladolid. -Vanessa Muñoz: XXX, XXXI y XXXII, desde Barbate (Cádiz). -Paco Malia: XXXIII, XXXIV, XXXV y XXXVI, desde Barbate (Cádiz). -Beatriz Romero: XXXVII, XXXVIII y XXXIX, desde Talavera de la Reina (Toledo). -Álex Márquez: XL y XLI, desde Torrox, Málaga. -Marta Díaz: XLII, XLIII, XLIV y XLV, desde Talavera de la Reina (Toledo). -Raúl Malia: XLVI, XLVII, XLVIII y XLIX, desde Barbate (Cádiz). -Carmen Andreu: L, LI, LII y LIII, desde Cebolla (Toledo). -Juanfran Ramos: LIV y LV, desde Ciudad Real. -María Abellán: LVI, LVII y LVIII, desde Talavera de la Reina (Toledo). -Juanjo Malia: LIX, LX y LXI, desde Barbate (Cádiz). -Dolores Muñoz: LXII, LXIII y LXIV, desde Barbate (Cádiz). -Jose Márquez: LXV y LXVI, desde Sevilla. -Trini Duarte: LXVII, LXVIII y LXIX, desde Alcalá de Guadaira (Sevilla). -Enriqueta Muñoz: LXX y LXXI, desde Barbate (Cádiz). -Laura Márquez: LXXII y LXXIII, desde Bayreuth (Alemania). -Rosa Rodríguez: LXXIV y LXXV, desde Barbate (Cádiz). -Paco Gil: LXXVI y LXXVII, desde Barbate (Cádiz).
In this episode I spend a week with pagan religious group Romuva, and reflect on the role of belonging in paganism and folk tradition. Live recordings taken in 2018. Music: Intro theme: “Forest March” by Sylvia Woods 4:10 - “XL Kompozicija” by Žemyna Trinkūnaitė 6:57 “Dūno upė” - Romuva camp attendees / Kūlgrinda 9:08 Gabija chant - Romuva camp attendees / Kūlgrinda 10:35 Leliumoj - Romuva camp attendees / Kūlgrinda 13:35 Žemyna chant -Romuva camp attendees / Kūlgrinda 17:35 “XLVI Kompozicija” Žemyna Trinkūnaitė 30:05 “Nuslaide Saulala” by Kūlgrinda 32:40 “XLI kompozicija” by Žemyna Trinkūnaitė 36:30 Inija Trinkūnienė 48:50 “Kompozicija xix” by Žemyna Trinkūnaitė Thank you so much to all the people who helped me in various ways in producing this podcast; your assistance was essential to my understanding. Any factual or pronunciation errors are my own. You can find Žemyna Trinkūnaitė’s music on Spotify, the itunes store, and streaming at pakartot.lt. You can also email her at zemynat@gmail.com to order a CD by post. Kulgrinda can be found at https://www.facebook.com/Kulgrinda
Canaccord Genuity Chief Market Strategist Tony Dwyer joins Alpha Trader hosts Aaron Task and Stephen Alpher to kick off the podcast's 2020 season. Dwyer was among the more bullish strategists last year - and he remains constructive on stocks - but the market's big rise leaves the S&P 500 (SPY) only about 5% below his 2020 target. At the root of Dwyer's bullishness last year was the Fed's about-face, with a switch to rate cuts throughout 2019 vs. the previous years' rate hike cycle. Currently, a number of technical and sentiment factors are pointing to over-exuberance, says Dwyer, and he's expecting a modest pullback in stocks (timing to be decided upon). The bull market remains intact though, and Dwyer would be a buyer on the dip, particularly in economically sensitive sectors like financials (XLF), industrials (XLI), and information technology (XLK). Dwyer believes there's been a generational shift in thinking at the Fed, with the central bankers now way more worried about the U.S. becoming the next Japan or Europe, rather than inflation getting to perky. It could be a "very, very long time" before the Fed embarks on another series of rate hikes. Dwyer also weighs in on the Fed's massive injections of liquidity into the repo market. Smart folks can argue about whether this is simply necessary plumbing or a stealth QE, and Dwyer is happy to defer to their opinions. Bottom line, says Dwyer: "Who cares?" Call it whatever you wish, but the Fed is telling you it's going to inject tens of billions into the system each month. Invest accordingly.
Welcome everyone. This week we go over the volatility and possibilities of a few markets. XLI and XME are good for the news events that have happened. Emerging markets look resilient. Good luck all and see you next week. --- Send in a voice message: https://anchor.fm/tradedoc/message
In this episode (aired on 12/22/19), host Ron DeLegge explains how the just passed U.S. SECURE Act of 2019 will radically change the game for IRA beneficiaries and retirement savers. Also up: Ron takes a critical look at the love affair with ETFs that attempt to reduce stock market volatility. ETFs mentioned in this episode include ticker symbols USMV, SPLV, VWO, VEA, XLI, XLE, TECL, and SCHB. Follow the show on Twitter @ IndexShow and order Ron's new book at https://www.amazon.com/gp/product/B07T2PJDN3/ref=dbs_a_def_rwt_bibl_vppi_i0
The sixth episode of Alpha Trader features not one, but two guests, with hosts Aaron Task and Stephen Alpher speaking to longtime gold trader Scott Bauer and stock market strategist Ryan Detrick. First up is Detrick, who talks about the record-breaking length of this economic cycle - currently 124 months and counting. While this may suggest the bull run is getting long in the tooth, Detrick notes nominal GDP has grown just 50% over the 10 years, or roughly inline with post-war economic up-cycles. It suggests to him that there's room to run. Detrick also reminds that the Fed has just completed a series of three 25-basis point rate cuts. The central bank did the same in 1975, 1995, and 1998, and on average, the S&P 500 was up 10% six months later and 20% a year later. As for sectors, Detrick is excited that the financials (XLF) and industrials (XLI) look to be rotating into market leadership. Another favorite headed into 2020 is technology (XLK). But aren't stocks expensive? At 17.5 next year's earnings, says Detrick, the valuation of the S&P 500 isn't all that fancy when you factor in just 2% inflation. And the question on everyone's mind: Holiday rally? Detrick checked the stats for years (like this one) where the S&P 500 has been up 20% YTD going into November. In those years, the market was green in November 100% of the time (7 out of 7), and green in December 86% of the time (6 out of 7). While looking for a bounce in gold in the short term, Scott Bauer isn't as bullish on the longer-term prospect for the yellow metal. Why? Gold this year has benefitted from geopolitical worries and sluggish economic growth. Over coming years, Bauer expects many of these concerns to fade and global economies to synch upward - both should work to pressure gold prices. As for actionable trades, Bauer is looking at the options market, and taking advantage of the current low volatility and his bullish short-term outlook. Low vol means options are relatively cheap, and he's got his eye on a March call spread at the CME struck nicely above the current price. The potential payoff, says Bauer, is 5-to-1. Longer-term, Bauer isn't a huge fan of options as the premium can get too expensive. Instead he would recommend the Micro Gold contract on the CME, which has much lower margin requirements, thus allowing individual investors easier entry and the ability to scale into larger positions.
Thank you all for joining me and Happy Easter. Check out the strength in FXI, INDA, and RSX. EEM, EWZ and EWW keeping positive delta. XLB and XLI my be topping out. Looking to buy the dip in XLV, XBI, MJ, and PPH The rest of the markets looks like they will consolidate withing the 2 week ranges. Volatility should come up to make a traders market for the week. --- Send in a voice message: https://anchor.fm/tradedoc/message
Thank you all for joining me. Today we spoke about: We discussed trades put on EWZ, and XLF Some potential set ups in XLV, XHB, XBI, XRT, and RSX The current Broad 28 Watch list of ETFs are liquid and provide options for great position controls: USO, XOP, GLD, GDX, XLE, XLU, XLI, XLB, XLV, XBI, MJ, IYR, XHB, XLP, XLY, XRT, XLF, XLK, QQQ, SPY, IWM, FXI, INDA, RSX, EFA, EEM, EWW, EWZ --- Send in a voice message: https://anchor.fm/tradedoc/message
In this episode, I went over the broad 28 ETF's in my watch list. Did this to get a feel for the present market conditions and structures. Many Charts are looking topped out while some show signs of breaking into higher prices. Discussed our position in EWZ, DRIP and retail sector. We discuses some Chinese ETFs: CHIC, CHIM, CHIQ, CHIX, CHII New trades opened on USO, EFA, and GLD The broad 28 are: USO, XOP, UNG. GLD. GDX, SLV, IYR, XLE, XLF, XLI, XLU, XLB, XLV, XBI, XHB, XRT, IWM, DIA,SPY, QQQ, EEM, FXI, EPI, RSX, MJ, EFA, EWZ, EWU --- Send in a voice message: https://anchor.fm/tradedoc/message
Let's Talk About Myths, Baby! Greek & Roman Mythology Retold
Guess who's back, back again? Agamemnon returns home to Argos after the decade-long Trojan War. And, well, things don't go super well for him. Recommended Listening: XXVII, XL, XLI, plus the entire Trojan War if you're down to binge.CW/TW: far too many Greek myths involve assault. Given it's fiction, and typically involves gods and/or monsters, I'm not as deferential as I would be were I referencing the real thing.Sponsor! for your free wedding website and $50.00 off your registry on Zola.com, visit Zola.com/mythsbaby!Sources: The Oresteia (Agamemnon) translated by Robert Fagles and The Greek Myths by Robin Waterfield.Attributions and licensing information for music used in the podcast can be found here: mythsbaby.com/sources-attributions. See acast.com/privacy for privacy and opt-out information.
Let's Talk About Myths, Baby! Greek & Roman Mythology Retold
Guess who's back, back again? Agamemnon returns home to Argos after the decade-long Trojan War. And, well, things don't go super well for him. Recommended Listening: XXVII, XL, XLI, plus the entire Trojan War if you're down to binge. CW/TW: far too many Greek myths involve assault. Given it's fiction, and typically involves gods and/or monsters, I'm not as deferential as I would be were I referencing the real thing. Sponsor! for your free wedding website and $50.00 off your registry on Zola.com, visit Zola.com/mythsbaby! Sources: The Oresteia (Agamemnon) translated by Robert Fagles and The Greek Myths by Robin Waterfield. Attributions and licensing information for music used in the podcast can be found here: mythsbaby.com/sources-attributions. Learn more about your ad choices. Visit megaphone.fm/adchoices
Released: 16 November 2017 Duration: 48 minutes, 5 seconds Host Paul Carr talks to Douglas Vakoch of METI.org about a recent transmission using a powerful radar transmitter to the star GJ 273, which has a super-Earth planet circling it in the habitable zone. Links: GJ 273 on SIMBAD The HARPS search for southern extra-solar planets XLI. A dozen planets around the M dwarfs GJ 3138, GJ 3323, GJ 273, GJ 628, and GJ 3293 GJ 273 in the Open Exoplanet Catalog Sonar Barcelona EISCAT Tromso Site The Story of Lincos The Unseen Podcast Credits: Host and Producer: Paul Carr Music: DJ Spooky, Jason Robinson Announcer: Erin Carr
On the GMFB Podcast: The crew discusses their experience in Houston, celebrity encounters, all of the guests they had on the show, and meeting their NFLN colleagues (:49); Kyle shares his time in Houston with Common (4:40); Peter discusses his ride on the Hall of Fame bus (7:04); Nate discusses going out and meeting Ja Rule and Jon Hamm (12:03); Kay being star struck meeting Steve Smith, Sr. (18:31); Peter & Kyle eating soup while others networked (20:37); Kay and Nate needing a travel guide (22:53); Kay talks about hosting an event for Nickelodeon (26:11); Peter being at the game and meeting Usher (28:21); Is this the worst loss of all time/best win of all time? (33:01); Brady being undeniable (36:47); Can players get over a loss like this? (38:57); and finally, the Patriots ability to reload (44:20).
R.H. Ep. XLI – January 1st, 2017 – Idling in Identity Mode RAISING HELL – Knowing Yourself and Moving On with Witch Troj! Available on iTunes, Stitcher, YouTube, and Facebook
Programa número XLI de la era Ondanimal correspondiente al 13-11-2015. Hoy hablaremos en primer lugar de Soleil, la gata de la Piedra, una pobre gatita que tras traumatizarla no quiso salir de una muralla durante 15 largos años. Y hoy recuperamos "el caso de la semana" para Rasta, drama de la caza, del poco valor de los animales para esa lacra social que son los cazadores. Ambas historias son el resultado de la barbarie y la insensibilidad humana. También tendremos noticias, animaladas y mucho más en Ondanimal! www.ondanimal.com
Options Oddities 122: XLI, OWW, AXP Unusual Activity for February 12, 2015: Size puts trade in Sector SPDR Trust Industrial (XLI) Call buyers in Orbitz Worldwide (OWW) Puts trading in American Express Co. (AXP)
En el marco de la XLI semana de Humanidades de la Academia de las Ciencias Médicas de Bilbao, Ana Camarón, psicóloga especialista en intervención social, gerontología y directora de Zuentzat ofreció el pasado 12 de febrero un conferencia bajo el título “Así pensamos, así envejecemos”.
Will.I.Am - This is Love Swedish House Mafia - Don`t you Worry Child Example - Change the Way you Kiss Me - REMIX Chris Brown - Turn up the Music