Chủ Nhật, 6 tháng 1, 2019

Youtube daily Jan 6 2019

Nick Sciple: Can you talk a little bit about the dynamic between the tech-focused cutting-edge

panel manufacturers vs. what you're seeing from some of the more commodity-focused manufacturers

like Junko Solar?

What should investors think about when deciding where they should allocate their cash between

those two broad categories of panel makers? Jason Hall: There's three legs to this stool.

You have the companies that are focusing more on the commodity.

They're really focusing on driving down the cost per watt as much as they can.

You have two panels, they're the same size physically, their power production qualities

can be very, very different. For example, let's say you have a SunPower panel.

SunPower makes some of the most efficient panels that, per square inch of space,

they generate the most electricity, in terms of output on the backside.

Then, you take a Canadian solar panel or a Jinko solar panel, they may only be operating

at 16% or 17% efficiency.

So, you think about the difference between 16% efficiency and 21%, that 21% panel actually

generates about 20% to 24% more electricity.

So, for the same size, you're getting a quarter more power.

So, when you're actually pricing them out, you look at the cost per watt, which normalizes

based on actually how much power you're getting from it.

Companies like First Solar, which makes the thin film panels, which work really well in

temperature variations like high heat or colder area.

They tend to produce a more consistent amount of power.

Then, SunPower, which is super high efficiency.

Then, on the other hand, you have the commodity panel manufacturers.

What you have to look at with these companies is, look at their cost per watt.

How much does it cost them to manufacture a panel on a per wattage basis?

When you're looking at them as an investor, that's something you really want to understand

about their business.

The next part of it is, you want to think about balance sheet management.

This is an excellent year, but demand can shift substantially from one year to the next.

You have to look at how financially well-built the company is in terms of being able to ride that out.

On the best-case scenario is definitely First Solar.

This a company that has a little over $2 billion in cash on its balance sheet right now.

We're heading into 2019, which is not expected to be a particularly good year for the solar industry.

It's going to be a little more stable than 2018, but it's not going to be a particularly booming year.

First Solar is going to invest somewhere between $650 million and $750 million in adding to

its manufacturing capacity, to its Series 6 panels, which are its newest, most efficient panels.

It's still going to generate roughly $300 million in positive cash flows over what's

going to be a bad year, and it's going to be making substantial investments.

Most of its competitors are going to spend 2019 just trying to make it through.

You're not going to see them being able to make these big investments because most of

these companies don't carry anything like the amounts of cash that First Solar has.

Also, they tend to carry substantially more debt as a portion of their total net value.

That's the reason for me.

When it comes to investing in a panel maker, SunPower is one that's always at the top of my list.

If you look at how much it stock price has fallen this year, now's a great time to be

looking closely at SunPower. Sciple: SunPower, not First Solar?

Hall: Oh, sorry! I was looking at SunPower on my screen. First Solar.

Thank you for catching that!

Yeah, First Solar is absolutely at the top of my list and generally always stays there,

especially the price it's at right now. I think it represents a pretty good value.

Sciple: It sounds like it's very similar to what we talk to our listeners about with

oil and natural gas businesses.

You really need to have a strong balance sheet to be able to ride what goes on in the cycle

and be able to make investments not whenever it works for you, but whenever the market justifies it.

Hall: Probably the best industry to compare it to, in terms of the cyclicality, is the steel industry.

Think about steelmakers.

It's an industry where the shifts in demand can be very sudden and very large.

But these are very capital-intensive businesses with high fixed costs.

You can quickly swing from losses to profits in a very short period of time.

A company we've talked about before, First Solar is kind of like a Nucor of the solar industry.

It doesn't pay a dividend, it's a newer company, but in terms of that balance sheet, management

that does a really good job of allocating capital, that's a good comparison for me.

For more infomation >> Why Solar Panel Makers Are Actually Like Steel Companies - Duration: 5:41.

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Dog With Bleeding Neck Gets Adopted By The Best Family Anyone Could Ever Ask For | Kritter Klub - Duration: 2:26.

Nayeon, Seoyoon, and mommy

And our dog(?)

A dog that keeps coming to their house

With an injured neck

They feed the dog

Aren't you hungry?

The dog doesn't come close

Takes pictures together

Come back, and play with us!

Hides around them

Baekgu!

Draws its injured neck

Are you crying because the dog is in pain?

It'll be okay

Let's fix it

Caught it

The family makes sure it's okay

After removing the collar that strangled its neck

Get some rest

Heendoong's house

So nice and pretty

For more infomation >> Dog With Bleeding Neck Gets Adopted By The Best Family Anyone Could Ever Ask For | Kritter Klub - Duration: 2:26.

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Learn LOTS of languages with ielanguages! - Duration: 0:50.

For more infomation >> Learn LOTS of languages with ielanguages! - Duration: 0:50.

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Cũng Vì Quá Yêu Anh Remix (Thái Hùng) - Hoàng Nhã Vy | Nhạc Trẻ Remix 2019 - Duration: 3:35.

For more infomation >> Cũng Vì Quá Yêu Anh Remix (Thái Hùng) - Hoàng Nhã Vy | Nhạc Trẻ Remix 2019 - Duration: 3:35.

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I hate boats - Duration: 2:38:49.

For more infomation >> I hate boats - Duration: 2:38:49.

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Conversations with John & Carla Sherman Ep. 25: GREAT EXPECTATIONS - Duration: 30:16.

When you look at yourself, you lose the fear of life.

And losing the fear of life will bring you home, in time,

to a fearless understanding of your mind and your ability to work with it.

These mechanisms pop up during a time

in a kind of a struggle to survive.

It's a little bit not right calling them a thing that struggles to survive

because they are only...

They're not beings at all.

They are habits of thought that have come to you in in fear

from the very beginning of your life.

And when you put an end to the arising of new mechanisms that are driven in fear,

that doesn't happen anymore.

Once you have done the looking, no more mechanical

fear-driven things will come in your mind.

But there are... The ones that are there

still are working to do what they think they should do.

They don't really think anything, but what they are habituated to do

to keep you safe from all of the things that could possibly hurt you

and in the course of that,

they cripple us in our lives, and our understandings,

and the way in which we can work with our lives and our understandings.

And it seems reasonable that the more recent ones that have arisen in your mind

go first and you will find, when you see that, that it's quite a relief.

But as the years go by, new circumstances in your life, changes,

relationship difficulties, illness may trigger old hidden mechanisms,

bring old hidden mechanisms to the surface and this can come as a surprise

and can shake our confidence in the process at all.

But if you have control, if you have developed some control of your attention,

it's really true that you can use it to better deal with these old conditioned patterns of thought and behavior

You actually can decline to attend to them, and when you are not attending to them,

they die out more quickly than just to let them hang around until they get starved.

But they will go away, they will be starved, no matter what you do,

because they have no more food.

Their food is the fear that is constantly arising in your mind from the very beginning of your life.

When the fear begins to go away,

they make a lot of noise because they don't have their food anymore

If you don't have food to eat, I guarantee you,

you're going to be unhappy about that.

And again, these mechanisms are not actual entities that have understanding and and so forth and so on.

As they become weaker, they become louder, it seems.

And sometimes it can be a battle. I mean, a real battle

We know ourselves, from our own experience, that once the fear of life is gone,

and the mechanisms are trying to find a way to feed themselves, I suppose...

Again, these are metaphors; there's nothing of that nature actually going on,

but it is useful and not so bad to think of them as entities that are in battle

against the loss of the fear.

And what happens in that case, and particularly,

the older the patterns are, the hardest it will be to free them.

That's obvious, the new ones that have come in more recently are more vulnerable.

The ones that have been around for years and years are well established in your mind,

It's important that you see that just one look is not magic in any way whatsoever.

it's not a magic bullet.

The truth is, there is no magic bullet that will instantly bring to you

satisfaction, and understanding, and fearfulness no matter what you do.

All of the ideas that will happen as we recover from the fear of life can be ignored.

The ideas that it seems like it's getting worse,

you're more confused than you've ever been,

or you're being assailed assailed by misery of one kind or another...

All of that can be safely ignored.

Nothing whatsoever is going to hurt you once you have done the looking.

It can be hard, and it can be not very happy, but it's not going to hurt you.

A common type of expectation that happens once we have done the looking

is that we think that things should be different than they are immediately.

I mean, that's what we have come to believe in.

Things that take long are not worth the effort.

Things that are worth the effort are instantaneous.

And this is just the way the fear has conditioned all of us, the entire human species.

You can remember that expectations, the expectations that just...

The expectations are just thoughts.

The expectations about how it should be magical, the expectations that it shouldn't be hard anymore,

it should be easy, and all of that...

Just decline to pay attention to it.

And it can't hurt you.

Look only at what is here right now, not what has been here for years,

and you are comfortable with.

You can be comfortable with misery, you know?

I mean, really, a lot of people get comfortable in misery.

But just one look gives you a better way to understand your mind,

and actual understanding can bring you better to deal with it.

By looking at yourself, trying to get a taste of what it feels like to be you,

you have removed the invisible ground of fear that underlies and controls your mind.

And that's just the case.

That underlying thing is on its way out.

The look is an act of self-directed attention.

The act of looking is an act of self-directed attention,

in which you are turning the beam of your attention inward,

in a direction it's not accustomed to go.

This starts a process in which old, fearful, conditioned behaviors and patterns of thought

begin to lose their food, which is your fear,

and it is the invisible context of fear that has kept them alive all your life.

In time, these old, diseased mechanisms fade away,

not without a fight,

and newer, healthier mechanisms start taking their place,

but this process can take many years.

It does take many years if you do nothing other than the looking.

It will come true, it will come to be the case

that fear is gone in you, but it can take years, many years.

We have a lot of experience with people who have done the looking,

especially prior to the time when we began to understand the value of self-directed attention.

We have reports from people who looked at themselves many years ago,

and then, after many years, come back to tell us, You know what? Everything is good.

I can't tell you how grateful we are. Everything is good.

But that takes a long time. A long time.

Self-directed attention, on the other hand, gives you a measure of control over the process of recovery

from the fear disease and it also accelerates it.

The more understanding and clarity you have in self-directed attention,

the sooner and more effective will be your recovery.

You must always think about the fact that everything that happens after the looking is recovery.

You're recovering from a horrifying disease that most of us don't even have any ideas going on.

Ant it actually takes your your whole life...

I mean, it gets easier with the years, but it still continues...

Yes, it still continues.

There are subtler and subtler things you discover...

When you acquire some control of your attention, that in itself frees up a lot of mental energy,

since you are not wasting time on thoughts,

not wasting your attention on thoughts that are harmful,

or merely irrelevant in the moment.

And because of that, your attention becomes much more focused and much more effective

in helping you live your life intelligently.

As time goes on, you learn to see your thoughts for what they really are,

They are not you.

That's really important to see, and it's sometimes hard to understand,

but your thoughts are not you.

And because they are not you, you can decline to pay attention to them,

whenever you can.

Just one look will not make you a superhuman, and it will not make you immune to disease and old age,

or death, as Carla brought to our attention.

But I promise you that if you work with your attention in the way that we offer,

you will be much better able to deal with disease and old age,

and in a more sane manner, without so much suffering.

Disease comes; disease goes.

- Old age comes and... - Doesn't go...

- Until the end. - It comes and stays.

But all of that, once you've gotten control of your attention,

which, by the way, turns out to be the only thing whatsoever

that you have the ability actually to do anything with...

Everything else is automatic.

Now, I'm not saying that just one look will heal your body.

It may make it better... You may have a better understanding of what to do

to help your body and help your bodily diseases, or any of that,

but it will not heal disease.

It will not heal disease.

There's no way that that can happen.

It can make you smarter so that you can work with disease more effectively,

but it will not help you get rid of the disease, other than to give you the power

to be more intelligent in the relationship to it.

- John... - Yes, Carla...

I just wanted to put this in context.

We were talking about this...

It's because we have seen that every now and then,

there are people who seem to believe that this is some sort of healing teaching

that will heal physical difficulties, right? We've seen that.

That Just One Look is a form of "healing teaching and it will heal disease."

And again, as Carla said, that's not true.

But I tell you that, once you're free of the fear, and once you are completely in control of your attention,

you have a much better possibility of working with whatever you work with

to heal yourself.

To begin with, if you have a physical condition. the best thing to do is to seek help

from a qualified person, a medical doctor.

That's the best thing to do to begin with.

Because that will give you the access to a greater understanding

of the way in which the disease is working

and what the problems with it are, and so forth and so on...

This work, this self-directed attention is available to all.

Everybody in the world can bring themselves to get control over their attention,

which, again, I say, is the only thing we have that we can actually do anything about directly.

And it requires determination and a good measure of mental strength to see this through.

But you can do it, you know? People do it.

I did it. Carla did it.

And we're doing pretty good, actually, most of the time.

And occasionally, stuff comes up, still.

Yes, stuff comes up.

For me, in my case, I have to deal with menopause stuff, which messes up with your head a lot.

And I use self-directed attention to help me get through it.

Yeah.

And it can be a huge effort in certain moments,

when certain mechanisms take over, and it's a battle sometimes.

And you decline, decline, decline... It can last a few hours, and then it passes.

Sometimes it feels like a real battle.

And sometimes you get...

But you improve, you get better...

Sometimes it might feel, in certain circumstances,

- that you can't do it. - Yeah.

That the sickness is too strong to be able to actually do that.

But whenever you do have the opportunity to do it,

in sickness or in health, every time you do that, you get stronger,

because that's the only thing you can do that can help you at all in the long run.

In your life, for the rest of your life.

And it works.

- But it's not a magic bullet. - It's not a magic bullet.

And it doesn't turn you into Superman.

There ain't no magic bullet here.

Neither John, nor me, nobody...

And again, as I said in the beginning,

If you look at yourself and then run off and go on to do your life,

and we never hear from you,

we have good examples, and good understanding that in five to ten years,

you will have noticed that things have actually turned right.

It calms down, right? You kind of relax.

Get turned around.

You know, if you want to wait 10 years to feel good,that's all right with me,

but I would think it would be much better bite the bullet

Do something hard.

And I tell you that...

It's hard. But it's worth every moment of it.

Sometimes you might get really mad because you can't do it.

- Get discouraged... - You might think it's beyond you...

But as soon as that discouragement leaves, go back to it.

Don't be guilty by it.

Don't think that you're guilty of being stupid or anything like that.

- Lazy... - Or lazy, or whatever...

But when the circumstances arise in a way that you can do it, go right back.

Go right back to self-direct attention.

And do it right. Do it in accordance to the...

instructions on the website.

It's really important to for those of you ho are doing this and are having difficulty,

and think you can't do it, it's normal.

You get periods like that. It's really, really hard.

And you just persist. Decide for yourself, I want to do this.

And when you can't do it , you can't do it. But as soon as you can, you do it.

That's my personal advice.

Well, first of all, I want to give you a little context,

so you know what this is about.

A couple of weeks ago, we went down to an area in LA called Eagle Rock...

We had never been there...

To see a new acupuncturist and Chinese medicine doctor for me.

John dropped me at the office and he went to park the car.

And he was looking for a place to park, right?

And he parked the car, came back, and then when we left the office together,

he could not remember what he had parked.

He had been in such a hurry to come back,

he really wanted to come back to the office, that he didn't even think

of writing down the name of the street or something. He forgot.

Which, if I can interrupt this, is a sign

that having the self-directed attention and doing the work

does not necessarily take away your stupidity all the time.

You can still forget things, right?

So we walked and walked, all around. It's a residential neighborhood.

That's where we were looking, and then there's a big avenue where the office is.

We were in behind, looking everywhere... We could not find it.

We walked for hours and then we just rented a car and drove home.

So I call the police, I did a lot of stuff; we called tow truck companies,

We spent a couple of days doing that.

I put things on Facebook and other groups, I sent a email to our list, saying,

If you live in the area, if you see a van that looks like this, let us know, right?

With the license plate and everything...

That was on a Saturday. Three days later, the doctor called us

to let us know that he had found the van.

And it was parked a block from the office, really safe, in a motel parking lot.

So that's the context in which we received this email a couple of days after after we have found the van.

And I'm going to read it to you .

As much as I'm glad that you found your car undamaged, and that it wasn't stolen,

I do find what happened to you somewhat disturbing,

It may sound heartless, but I wonder how something like that could happen

to a person who rebuilt their mind completely, no longer being afraid of life itself.

Maybe you'd like to talk about it in one of your next monthly meetings.

because your experience made me realize that I'm holding on to deep misconceptions

as to what life without fear really means.

So far, it has meant to me that one is totally effective in everything they do,

from moment to moment, with you two being some superhero poster children

for that way of living their lives.

And now, it turns out that you are, well, just as human as anyone else,

forgetting where they parked their vehicle.

Well, there you go.

We are just like everybody else. There is no magic or spiritual understandings

that can stop us from doing stupid things.

The only thing that can stop us from doing stupid things

is to stop doing stupid things.

When you do one, don't do it again.

The entire idea that what is needed for human beings to be fully alive in their lives,

- Satisfied... - And satisfied...

That they must be perfect in every way...

This is, to my view, a great example of the uselessness of methods

that claim to make you free of human misery.

That you will be forever free of human problems.

- Those things like, that you live from oneness, - Yes.

That you live from presence.

- That you are 100 percent clear... - Yeah.

- Well, good luck with that. - Good luck with that.

We've never seen anybody like that.

Whoever says that that's the case, either you're misunderstanding it,

or they just don't know what they're talking about.

- Yeah, or worse, but... - Or worse.

Or worse.

What we're trying to accomplish here is for everybody who is doing the work with us,

that you stay human.

You're not superhuman; you stay human.

But you stay a human being that is free of fear.

And then, when the fear is gone, and you have some control over your attention,

which is the only thing you can have control over...

If the fear is gone, and you have control over your attention, it's like nothing else.

The whole thing turns around.

And this has nothing to do with understanding the nature of being human,

or you know...

In a metaphysical sense or philosophical sense.

We're not doing that. We're trying to... What we're offering here is practical.

It is to live a life without having the fear control you.

So if you're here, that's what I have to say about it.

I am very grateful for the fact that you sent that letter to us.

It was really useful to us, and probably will continue to be.

But we are nothing but human beings.

Ordinary human beings that have lost fear of life.

That the only thing different about us.

And we are, as I have probably made you see, we are by no means perfect.

And being free of the fear of life doesn't mean you don't forget things,

or go crazy every now and then...

Or have some very old mechanisms show up and drive you crazy for a while...

But then, you can stop, you can see.

You have this little distance that you can see what's going on and you say, Wait a minute.

I declined to pay attention to that.

That's all it takes.

It's just and old, defensive, fearful mechanism.

- And that's it. - Okay.

This business of expectation...

The email has this idea that we are somehow different or special.

And that's just projecting your own expectations onto us, right, and that's what it says.

The person who wrote is expecting that he will be like that,

because if that's what you achieve...

So, those expectations are to be discarded as just another thought

that you don't need to pay attention to.

You don't know what's gonna happen as the process develops.

No one knows.

We give you pointers but each person is different.

So when you have these ideas of what should be, or what it's gonna happen, just decline.

Decline to attend to them and see what's here right now.

See where you were a few years ago, when you started, or however long ago you started.

See where you are now. See what's changed.

That can give you encouragement to continue.

And don't try to predict what's gonna happen, or project

some idea based on...

Sometimes it's really unconscious. You just have this in your mind, you read it...

Especially people who have been involved in certain kinds of spiritual teachings and things like that...

We carry it with us.

Like somebody who was thinking that you live from oneness, things like that.

Oneness is this here, right now, with the computers,

and us talking to you, each person in a different country...

That's the oneness.

There's no point in even talking about it.

- It's just what is. - I am not even sure what it means.

For more infomation >> Conversations with John & Carla Sherman Ep. 25: GREAT EXPECTATIONS - Duration: 30:16.

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太ももをつまんだときの感覚異常を改善する骨こすり自動運動 大宮 整体 - Duration: 7:52.

Hi my name is youhei ozaki. Thanks for watch this video. This time talk about bone rubbing self movement that improve thigh paresthesia.

I was having same symptom when high school student. At especially,i was feeling strong paresthesia into left thigh out side. That paresthesia is not painful or numbness.

It was feeling that skin pores like become stiff. Or feeling been different when compared right and left of thigh.

Left side was feeling that like dead. Case i pinched strongly left thigh out side,i felt strong painful.

I went orthopedics clinic. But i couldn't to receive the effective treatment. However,i improved this symptom after became "Seitai" therapist.

I tell that improvement method. This self care can to doing with sitting position. I tell with standing position for recording video at this time.

The aiming point is knee joint out side. If you been sit,your knee angle is 90°. Maybe you can to touch the patella.

Please slide finger into right beside of patella. You will find gap into bone between. There are dent into around of patella.

In around patella is 4 stiff part like bone there. This time,aiming point is out side of under. Case that knee angle be 90 °,to find that is easy.

Please fit middle finger second joint of fist into that place. Please try to fit from many angle. Maybe you will to find strong painful angle.

My paresthesia was happen by the knee out side stiff muscle. It is not factor of low back. Case of me,been result like that.

If you found strong painful point,please move knee joint in condition that stopped fist movement. I recommend to move heel into right and left with sitting position. Move the pushing point little by little and please continue.

Check usual paresthesia into after few minute. Case of me,thigh paresthesia was improved. If your thigh thickness been decrease or,case don't feel painful when pinched,it is correct.

Lightness when moved knee is also improve. Effect like that little by little is come out. Case that neglect painful point,situation like that is born.

I am knowing the fear of stiff muscle too much. Please do not look sweet about stiff muscle. I am knowing people that can't to move by stiff muscle.

Case of keep many stiff muscle,many symptoms come out. I fear that. If you want to get healthy body,i recommend to decrease stiff muscle.

The strong painful point is reason something there. At basically,place that stiff muscle don't accumulated is don't feel pain. Even if you add strong power,it is same.

Please increase habit that look for point that feel strong pain. Your body will be healthy by that.

Please try it. Thanks for watch this video. See you!

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