临溪流以静对,访草木以素心。登高极目知天地之大,置己苍茫知寸身之微。
当欲望得不到满足便痛苦,当欲望得到满足便无聊,人生就像钟摆一样在痛苦与无聊之间摆荡。– 叔本华(Arthur Schopenhauer, 1788 - 1860) (Life is a constant oscillation between the desire to have and the boredom of possessing. Life swings like a pendulum backward and forward between pain and boredom.)
杜甫 《登高》
风急天高猿啸哀,渚清沙白鸟飞回。
无边落木萧萧下,不尽长江滚滚来。
万里悲秋常作客,百年多病独登台。
艰难苦恨繁霜鬓,潦倒新停浊酒杯。
“We must always take sides. Neutrality helps the oppressor, never the victim. Silence encourages the tormentor, never the tormented. Sometimes we must interfere.” – Elie Wiesel
the only thing new in the world is the history you do not know. – Harry S. Truman
Yes, you have come from an unhappy place. But listen. … If you leave your place of suffering with hatred in your heart, and anger against men, you will be deserving of our pity; but if you leave with goodwill, in gentleness and peace, you will have risen above any of us. – Victor Hugo
life has two parts, reality and dreams. both “what do you want” and “who are you” are two hard questions of life. dreams generated from reality could shape the reality too.
investing
The rate hike by Fed may end the rally of stock market. If so, the first time of hiking rate in three years? If no hike, yields continue to spike. The trend is your friend, always. Even there is a hike, the long-term yields will spike because physical supply is not that easy to reverse due to the Iran war. Bitcoin down, gold up, oil prices slides but still over $100.
2026-09-11 Friday: The Consumer Price Index (CPI) for August showed monthly prices rose 0.3%, higher than the expected 0.2%, crossing a symbolic line in the sand drawn by a handful of Fed officials. Since Friday, traders have been pricing in between 85% and 90% odds that the Fed will raise 25 basis points.
2026-09-15 Tuesday: The 10-year Treasury yield climbed as high as 5.04%, its highest level since 2007, before easing on Tuesday. Meanwhile, the 30-year Treasury yield touched 5.39%. The move higher in yields comes ahead of the Federal Reserve’s rate decision on Wednesday. Investors have priced in a 25 basis point rate hike following the Fed’s FOMC meeting, with a 92% likelihood. Bond yields remain high as oil prices have firmly moved above $100 per barrel, raising concerns that inflation will remain above the Fed’s 2% target.
2026-09-16 Wednesday: Fed rate raisedd 25 bps.
AMD?: OpenAI (160m shares, about 10%), Meta (160m shares), Oracle, Microsoft
ISBN:9786264313551 作者:太將(たーちゃん) 譯者: 黃文玲
《不盯盤、不看線圖,50萬滾出50億:一位癌末醫師寫給女兒的最後一堂投資課》,采實文化出版 作者:太將 譯者:黃文玲
资产价值投资 收益价值投资 周期价值投资
所謂「價值股」(Value Stock),簡單說就是被市場低估的股票。價值投資的做法,是找出那些股價遠低於企業實際價值的股票買進,等股價回升到合理水準甚至更高時再賣出。說穿了,「低買高賣」就是價值投資的核心,也是股票投資最根本的道理。
- 20260923: The 10-year Treasury yield climbed as high as 5.12%, its highest level since 2007, on Wednesday. The 30-year Treasury yield touched 5.37% while the 5-year yield also jumped to a 2007 high as the stock market declined.
notes
在 1948 年之前,“巴勒斯坦”从来不是一个独立的主权国家,而仅仅是一个地理区域的名称。在历史上,这片土地也从未只属于阿拉伯人,而是一个多民族、多宗教共存混杂的地区。如果说这片土地上曾经建立过独立的主权国家,那正是近三千年前犹太王大卫建立的以色列王国。该王国历经分裂与灭亡后,这片土地先后被新巴比伦、波斯帝国、古希腊、罗马帝国、拜占庭帝国、阿拉伯帝国及奥斯曼帝国等外来政权轮番统治。一战结束后,奥斯曼帝国解体,国际联盟(League of Nations)才将其划归为英国的托管地(British Mandate for Palestine)。尽管遭受了漫长的流散与迫害,犹太人也从未真正完全离开过这片土地,当地始终保持着连续的犹太社区存在。
1947 年 11 月 29 日,联合国大会以 33 票赞成、13 票反对、10 票弃权的绝对优势,通过了第 181 号决议(即“巴勒斯坦分治方案”),决定在英国结束托管后,分别建立一个犹太国家和一个阿拉伯国家。
平等,不是消除人之间的不同,诸如体力,性别,种族等等之不同,而是尊重这个不同。 一个人尽管不能理解另一个人的不同,也要接受另一个人的不同。所以,真的理解,其实就是接受“不理解”这个事实,或者说不理解的“理解”。
非洲动物和风景都如同我所预期:野象的庞大、狮子的懒惰、犀牛的雄壮、河马的浑圆、水牛的健硕、花豹的孤独、角马、斑马和羚羊的群体都与电视上看到的差不多。沙漠的曲线,荒漠的苍凉,金合欢树的美丽,尤其是在日出或日落时分半遮半掩一轮红太阳的美景,也与无数明信片和摄影名作一般无二。当然美在眼前,那立体的冲击力是平面的印刷品无法比拟的。
初恋: 谢家庭院残更立,燕宿雕梁。月度银墙,不辨花丛哪辨香?此情已自成追忆,零落鸳鸯。雨歇微凉,十一年前梦一场。
悼亡: 谁念西风独自凉?萧萧黄叶闭疏窗,沉思往事立残阳。被酒莫惊春睡重,赌书消得泼茶香,当时只道是寻常。
人生若只如初见,何事秋风悲画扇。等闲变却故人心,却道故心人易变。骊山语罢清宵半,泪雨霖铃终不怨。何如薄幸锦衣郎,比翼连枝当日愿。
只有读过《秋水词》的人,才知道这个幸运儿(纳兰容若)的心里充斥着潮水一样的忧伤。这里有丧妻之痛,有失恋之哀,但又不仅是这样。纳兰容若更多的忧伤是无名的,是没有具体因由的,它背后是对整个世界的厌倦。他就像《麦田守望者》里的那个衣食无忧的霍尔顿,站在灯火辉煌的纽约街头,面对这个光亮温暖然却又空空荡荡的世界,忽然迸发出莫名的泪水,在心中对着死去的家人说:亲爱的艾里,别让我消失,请别让我消失。
- 吴兆骞《金缕曲》
季子平安否?便归来、平生万事,那堪回首!行路悠悠谁慰藉,母老家贫子幼。记不起、从前杯酒。魑魅搏人应见惯,总输他、覆雨翻云手。冰与雪,周旋久。
泪痕莫滴牛衣透。数天涯、依然骨肉,几家能彀?比似红颜多命薄,更不如今还有。只绝塞、苦寒难受。廿载包胥承一诺,盼乌头、马角终相救。置此札,君怀袖。
book: The field of blood: Violence in Congress and the Road to Civil War by Joanne B. Freeman
Podcast: Moby Dick Energy
Chanda Prescod-Weinstein, 1982-: The Edge of Space-Time: Particles, Poetry, and the Cosmic Dream Boogie, 2026
book: Edward Said, 1935-2003: Culture and Imperialism
book: CLR James: Mariners, Renegades and Castaways, 1953, 1978, 1984
book: The View from the Masthead: Maritime Imagination and Antebellum American Sea Narratives by Hester Blum, 2008
那是我第一次看到上海如何从黑暗中醒来:漆黑的天边露出一点隐约的灰色,渐渐变成鱼肚白;随着第一辆电车的出现,四周渐渐响起刷马桶的嚓嚓声。我感到黑夜和死亡的区别,就是在深夜里还有人在赶路;有人在赶路,就证明其他人还会醒来。从这以后,我很喜欢凝视黎明前的天边,从那里先看到感伤,再看到更多的希望,每次凝视的体会都不一样。
爸爸的故乡黄岩,是浙江南部山和海之间的一小片平原。因为平原不大,是一个与世无争和平安详的地方。自太平天国以后,一直没有经历战乱。爸爸的故乡,曾经是物产丰富的鱼米之乡。鱼米之乡遗留下来的习惯就是家乡不吃咸菜,直接拿海里的小鱼小虾晒干下饭。可黄岩那以前只是一个只有两条街的小城,城里城外也没有什么名门大户,人口基本上以自耕农、小手艺人和小生意人为主。改革开放以后,黄岩的农民从做纽扣开始,一点点积累,最后成了全国闻名的模具之乡,生意做到世界各地。黄岩地少人多,连接着山和海,人民自古经商养田。他们那时的极度贫困,完全是革命后禁手工业、禁商、和禁海造成的。
爸爸从苏联带回来的那些黑胶唱片,没有一首是革命歌曲,全是来自西方的世界名曲,和俄罗斯自己的民歌。在这些人类智慧的结晶前,中国那时和以前的那些革命歌曲,马上被打回了它们丑陋粗鄙的原型。在那些音乐里,既有激情,又充满了对世界的柔情:在《三套车》里我感受到现实生活里的一幕幕,在《魔笛》里我听到了杭州西湖的山水所蕴藏的柔情,在《田园》里我仿佛看到老家水牛耕田的那一幕幕。当我听了几遍《合唱交响曲》并感受到其中的爱,我一下明白了共产主义的荒谬所在:人类大同,怎么可以用专政和阶级斗争来实现呢?爸爸没有机会亲自教给我的人生经验,由他留给我的唱片传给我了。
1982年,我初二了,在寒假回了一次镇江和南京,看望我的外公,和在我们最困难时把我和姐姐带大的二婆婆一家。
我走上黑色的南京城墙,看到片片鹅毛大雪,落到乳白色鸡蛋清一样的玄武湖中。天已经完全暗了,身旁的南京城里偶尔飞起一两个如流星般的烟花。炮竹声和城里的灯火都让大雪捂得很闷,显得很朦胧;无尽的雪花上依然有涌动着的天光。我看到在中央门外南京火车站接站的小火轮,慢慢驶过偌大的玄武湖,留下一条航迹,吐出的白烟很快变成天上的灰云。我一个人在城墙上走了很久,第一次觉得在世界外面观察它的孤独可以让我这么安宁。
use an array of LEDs
2026-09-10: Shopify is moving from React native back to Swift and Kotlin. In 2020, Shopify decided to use React native as a middle version and then compiled into two different mobile versions, iOS and android. Both switches are meant to save development money.
2009: That idea, which would later develop into Cloudflare, was the concept of “utilizing the spammer information collected by Project Honey Pot to build a service that not only ‘monitors’ threats but also ‘blocks’ threats on the internet.”
The system built under his command was extremely scalable, serving as the cornerstone that allows Cloudflare to process over 10% of all internet requests and block billions of cyber threats every day.
Cloudflare runs a single, unified network of countless small points of presence (PoPs) distributed across 300+ cities in 112 countries. This architecture eliminates single points of failure and bottlenecks, delivering services from the location closest to the user.
Cloudflare IPO on Sept 13 2019 with NYSE, $15 per share. A firewell in the cloud. fast CDN plus security.
On January 16, 2026, Cloudflare acquired The Astro Technology Company, the developers behind the open-source web framework Astro.
In June 2026, Cloudflare acquired VoidZero, the open-source company behind the JavaScript tool Vite and related developer tools including Vitest, Rolldown, and Oxc.
Miyazaki’s “Castle in the Sky”, Confessions in the Moonlight - Joe Hisaishi
《笑林广记》《广笑府》《谐史》
Forbidden Laughter: Soviet Underground Jokes
Bushisms: The State of the Accidental Wit and Wisdom of Our Forty-third President
“浮生长恨欢娱少,肯爱千金轻一笑?” – 宋祁玉楼春
幽默多半是主动为之,体现的是幽默者的智慧和风趣;笑话则多半是被动产生的,暴露的是闹笑话者的无知和愚蠢。效果也不一样:幽默往往令人感到生活的乐趣,笑话则让人从荒谬中看到世态。说到底,笑话有趣,往往不只是因为它好笑,而是因为我们在笑过之后,忽然看见了某种真实,而自己恍然就在那真实之中。
一个人去报摊买报纸,问到当时的三种重要报纸,即《真理报》《消息报》《俄罗斯报》。报摊主人说“真理没有了,消息卖光了,只有俄罗斯还在。”
一群人坐在毡毯上吃西瓜。阿凡提旁边的一个人将自己吃完的瓜皮悄悄地放在阿凡提的面前。吃完西瓜,那人说:“大家看,阿凡提太贪吃,他面前堆满了瓜皮。”大家都哄笑起来。阿凡提说:“实际上,你比我更贪吃。我吃瓜还剩有瓜皮;而你连瓜皮都吃下去了。”大家又哄笑起来。
波罗地海(Baltic Sea): 是中欧和北欧之间的陆间海,也是大西洋的一片陆缘海,介于斯堪的纳维亚半岛的瑞典部分、欧洲大陆和芬兰诸岛之间。
斯德哥尔摩被称为“斯堪地那维亚的威尼斯”。14个岛屿,57座桥梁连接而成。