S*******i
发帖数: 2018 | 1 “The plight of the Jones family reminds me of the Aesop fable of the farmer
who finds the frozen snake, and puts it under his coat to warm him up. ”
“You know it's interesting how when these attacks occur the suspects are
not identified publicly until later if at all. If one were suspicious, one
might come to the conclusion that the authorities don't want you to know the
perpetrators are Muslims, perhaps of recent immigration, slipped through
the cracks or of a second generation that failed to ... 阅读全帖 |
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d****g
发帖数: 7460 | 2 【 以下文字转载自 Parenting 讨论区 】
发信人: dcbang (认真学习，不求结果，抗拒诱惑), 信区: Parenting
标 题: 美国数学不好的根本原因
发信站: BBS 未名空间站 (Tue Sep 26 13:03:19 2017, 美东)
看见一个美国人发牢骚
Learning computer science is a waste of time < -- > 2017-09-25 15:43
Our educational system has long been producing more programmers than the
labor market can absorb. A study by the Economic Policy Institute found that
the supply of American college graduates with computer science degrees is
50% greater than the number hired into the tech industry each ... 阅读全帖 |
|
c****x
发帖数: 6601 | 3 【 以下文字转载自 Military 讨论区 】
发信人: cccpwx (暱稱太短), 信区: Military
标 题: 堕落和迷失的美国 ZZ
发信站: BBS 未名空间站 (Wed Jun 20 05:04:44 2018, 美东)
来源: 大叔一枚
（一）
美国的堕落，主要是指精英阶层。
第一，政治精英阶层的堕落。
现实中美国的堕落开始于什么时候，这个我不清楚。但在我的认知范围内，始作佣者是
男克林顿。
首先，他的竞选口号是“这是经济问题，笨蛋！”（原话“It's the economy, stupid
!”）他其实有若干个其它口号，这个本来在内部小范围使用，但是最后成了他最出名
的口号。这个口号简单有力，嚷嚷起来令人爽快。但其致命问题是那个骂人模式。没有
其他总统竞选人用这种带侮辱性的口号，而且如此深入人心。好像撕开了政治竞选某一
个方面的遮羞布，这其实对大众有腐蚀作用。
其次，是男克林顿的性丑闻事件。在克林顿时代，美国的经济显示出蒸蒸日上的气象，
大众的精神面貌也很向上，所以普遍认为克林顿搞经济有一套，还有，据说他搞政治也
很有一套，如果没有这个丑闻，他很有可能会成为... 阅读全帖 |
|
发帖数: 1 | 4 这是2017年的旧闻
By Dylan Matthews on September 12, 2017 5:00 pm
希拉里·克林顿（Hillary Clinton）在竞选回忆录《发生了什么》（What Happened）
中最令人震惊的一段话中，揭示了她与员工共同制定但从未实际发布的竞选建议：由碳
和金融交易税资助的美国人的普遍基本收入。
她在接受Vox的埃兹拉·克莱因（Ezra Klein）采访时说：“我非常想传达一个承诺，
试图找出增加收入的方法。” “阿拉斯加模型每年都会根据有关石油和天然气收入的
公式向每一个阿拉斯加人写一张支票，这对我来说真的很有趣。”
这是本书的相关段落，第239页：
在竞选总统之前，我读过一本书，作者是彼得·巴恩斯（Peter Barnes）着的《为所有
人带来自由和红利：如何在工作不足时挽救我们的中产阶级》一书，探讨了创建一个新
基金的想法，该基金将利用共享国家资源以向每个公民派发红利，就像阿拉斯加常设基
金每年如何分配该州的石油使用费一样。共享的国家资源包括从公共土地中提取的石油
和天然气以及广播公司和移动电话公司使用的公共无线电波，但这只能使您走得... 阅读全帖 |
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w*********s
发帖数: 2136 | 5 Nobel Politics
10/13/10, Stephen Lendman
Since first awarded in 1901, Nobel Peace recognition went to 98 individuals
and 23 organizations. Last year, another war criminal won, Barack Obama, one
among many previous ones. A earlier article on the Nobel Committee's long
and inglorious tradition may be accessed through THIS link.
http://sjlendman.blogspot.com/2009/10/october-surprise-peace-prize-to-war.html
Nearly always, politics, not merit, determines awards. Consider past winners
, including Henr... 阅读全帖 |
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a*******m
发帖数: 14194 | 6 Toyota, Honda sales plunge in China on islands row
TOKYO — Sales of Toyota and Honda vehicles nosedived in China during
September as anti-Japanese sentiment flared over a territorial dispute that
threatens to hobble what was a booming business relationship between Japan
and its biggest export market.
Toyota Motor Corp. said today that sales of new vehicles in China dropped 48
.9% in September from a year earlier to 44,100 vehicles. Honda Motor Co.
said September sales plunged 40.5% to 33,931 veh... 阅读全帖 |
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c**i
发帖数: 6973 | 7 Miriam Jordan, Intermarriage Slows Among Hispanics, Asians; Changing
Attitudes and Immigration Patterns Prompt a Break From the Overall Trend of
More Unions Between Ethnic Groups. Wall Street Journal, June 2, 2010.
http://online.wsj.com/article/SB10001424052748703630304575271543285254312.html
Quote:
"The percentage of those women married to white men stagnated at about 40%
between 1980 and 2008. * * * Instead, the proportion of U.S. Asian women who
married foreign-born Asian men, or immigrants, |
|
b*********k
发帖数: 335 | 8 【 以下文字转载自 Military 讨论区 】
发信人: bluedropddk (bluedropddk), 信区: Military
标 题: 常春藤名校录取有多腐败The Myth of American Meritocracy
发信站: BBS 未名空间站 (Mon Feb 23 20:35:25 2015, 美东)
常春藤名校录取有多腐败？ 此博文包含图片 (2015-02-23 10:01:24)转载▼
标签： 杂谈 歧视 亚裔 分类： 美国见闻
读罗恩·昂茨（Ron Unz）的长文《美国任人唯贤的神话》
昂茨是一个犹太裔的商人，哈佛本科，斯坦福理论物理硕士。他试图获得共和党1994年
加州州长竞选的党内提名但没有成功，但当时他获得了34.3%的选票，被人笑称为“物
理学书呆子的竞选”。他写于2012年的这篇38页长文《美国任人唯贤的神话》（The
Myth of American Meritocracy）在美国教育界如同重磅炸弹，其翔实的资料（有120
处引文）和严密的逻辑使得他的论点极难被反驳。他甚至在论述中逐一讨论了反方论点
和论据，让人更难以挑战他... 阅读全帖 |
|
h*******y
发帖数: 864 | 9 If you bet against the consumer, you're going to lose every time in history.
That is true for the past 10 years, that is true for the past 50 years
including the last stagnation.
Now consumer spending is in a tough test now, but I beg to differ here. For
simplicity, I will classify the consumers into subprime, alt-a and prime.
Subprime ones are the ones who do not have stable jobs, like many of the
Mexican who have lost their jobs in construction. They are the ones who are
hurt most by the slowi |
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s******d
发帖数: 323 | 10 ☆─────────────────────────────────────☆
heartinny (小胖子 VS 大胖子) 于 (Wed Nov 21 17:36:21 2007) 提到:
If you bet against the consumer, you're going to lose every time in history.
That is true for the past 10 years, that is true for the past 50 years
including the last stagnation.
Now consumer spending is in a tough test now, but I beg to differ here. For
simplicity, I will classify the consumers into subprime, alt-a and prime.
Subprime ones are the ones who do not have stable jobs, like many of t |
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N********n
发帖数: 8363 | 11 【 以下文字转载自 Stock 讨论区 】
发信人: NeverLearn (24K Golden Bear), 信区: Stock
标 题: 100-OZ house
发信站: BBS 未名空间站 (Fri Jan 22 01:07:24 2010, 美东)
"In nominal dollars, new-home prices have retreated to 2003 levels. Priced
in gold ounces, however, the median new-home “price” has collapsed to 1984
territory. After Nixon’s 1971 severing of the dollar’s tie to gold, price
inflation, recession, and economic stagnation followed. With similar
conditions extant today, we expect gold to retake and then exceed its prior |
|
r**u
发帖数: 42 | 12 http://www.wsj.com/articles/obama-drops-plan-to-raise-taxes-on-
Obama Drops Plan to Raise Taxes on ‘529’ College Savings Accounts
President’s Plan Sparked Criticism Over Potential Impact on Middle Class
House Speaker Republican John Boehner called Tuesday for the White House to
withdraw its plan to raise taxes on 529 college-savings accounts. Later the
same day, the administration said it was dropping its plan. ENLARGE
House Speaker Republican John Boehner called Tuesday for the White House to
w... 阅读全帖 |
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r******r
发帖数: 700 | 13 美国如果进入 Economic stagnation, 未来几年房价上涨可能无望。反之，像加州那些
房价仍然很高的地方，可能会开始慢慢下跌。 |
|
b*********k
发帖数: 335 | 14 【 以下文字转载自 Military 讨论区 】
发信人: bluedropddk (bluedropddk), 信区: Military
标 题: 常春藤名校录取有多腐败The Myth of American Meritocracy
发信站: BBS 未名空间站 (Mon Feb 23 20:35:25 2015, 美东)
常春藤名校录取有多腐败？ 此博文包含图片 (2015-02-23 10:01:24)转载▼
标签： 杂谈 歧视 亚裔 分类： 美国见闻
读罗恩·昂茨（Ron Unz）的长文《美国任人唯贤的神话》
昂茨是一个犹太裔的商人，哈佛本科，斯坦福理论物理硕士。他试图获得共和党1994年
加州州长竞选的党内提名但没有成功，但当时他获得了34.3%的选票，被人笑称为“物
理学书呆子的竞选”。他写于2012年的这篇38页长文《美国任人唯贤的神话》（The
Myth of American Meritocracy）在美国教育界如同重磅炸弹，其翔实的资料（有120
处引文）和严密的逻辑使得他的论点极难被反驳。他甚至在论述中逐一讨论了反方论点
和论据，让人更难以挑战他... 阅读全帖 |
|
b*********k
发帖数: 335 | 15 【 以下文字转载自 Military 讨论区 】
发信人: bluedropddk (bluedropddk), 信区: Military
标 题: 常春藤名校录取有多腐败The Myth of American Meritocracy
发信站: BBS 未名空间站 (Mon Feb 23 20:35:25 2015, 美东)
常春藤名校录取有多腐败？ 此博文包含图片 (2015-02-23 10:01:24)转载▼
标签： 杂谈 歧视 亚裔 分类： 美国见闻
读罗恩·昂茨（Ron Unz）的长文《美国任人唯贤的神话》
昂茨是一个犹太裔的商人，哈佛本科，斯坦福理论物理硕士。他试图获得共和党1994年
加州州长竞选的党内提名但没有成功，但当时他获得了34.3%的选票，被人笑称为“物
理学书呆子的竞选”。他写于2012年的这篇38页长文《美国任人唯贤的神话》（The
Myth of American Meritocracy）在美国教育界如同重磅炸弹，其翔实的资料（有120
处引文）和严密的逻辑使得他的论点极难被反驳。他甚至在论述中逐一讨论了反方论点
和论据，让人更难以挑战他... 阅读全帖 |
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J*******p
发帖数: 1129 | 16
能找到出处吗？那些大学教授支持？他们的论点又是什么？
有支持有反对很正常，有讨论甚至辩论也很好啊。大学教授的态度挺能说明问题的，毕
竟他们要教的大学生中一大部分是公立学校的毕业生。
这儿有十位大学教授对ＣＯＭＭＯＮ ＣＯＲＥ的反对意见（他们反对的角度各有不同
），他们来自以下大学：
Providence College in Rhode Island，
University of New Hampshire，
Hillsdale College，
Seton Hall University，
Stanford University，
University of Arkansas，
Brigham Young University，
Hoover Institute at Stanford University，
University of Colorado
这个链接里有链接给出了他们反对意见的出处，有的是presentation video，有的是
paper, 或博客文章。
http://whatiscommoncore.wordpress.com/2013/09/07/top-t... 阅读全帖 |
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b*********k
发帖数: 335 | 17 读罗恩·昂茨（Ron Unz）的长文《美国任人唯贤的神话》
昂茨是一个犹太裔的商人，哈佛本科，斯坦福理论物理硕士。他试图获得共和党1994年
加州州长竞选的党内提名但没有成功，但当时他获得了34.3%的选票，被人笑称为“物
理学书呆子的竞选”。他写于2012年的这篇38页长文《美国任人唯贤的神话》（The
Myth of American Meritocracy）在美国教育界如同重磅炸弹，其翔实的资料（有120
处引文）和严密的逻辑使得他的论点极难被反驳。他甚至在论述中逐一讨论了反方论点
和论据，让人更难以挑战他的论述。
可惜的是，这样的真知灼见不能为今天的主流媒体所容，这篇文章很快就“沉下去”了
。他这篇文章的篇幅如此之大，以至于连华裔家长也没几个读完。
正因为此，我特意写了一个浓缩篇，算是节约一下大家的时间，但是本人水平有限，还
是强力推荐大家去读原文：The Myth of American Meritocracy
常春藤录取制度的时代背景
昂茨文中第一页就点明了整个问题的大背景：今日美国贫富悬殊愈演愈烈，中产阶级每
况愈下。在这种向上流动性大减，“胜者全拿”的社会里，对绝大多数... 阅读全帖 |
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d****g
发帖数: 7460 | 18 看见一个美国人发牢骚
Learning computer science is a waste of time < -- > 2017-09-25 15:43
Our educational system has long been producing more programmers than the
labor market can absorb. A study by the Economic Policy Institute found that
the supply of American college graduates with computer science degrees is
50% greater than the number hired into the tech industry each year. For all
the talk of a tech worker shortage, many qualified graduates simply can’t
find jobs.
More tellingly, wage levels in the ... 阅读全帖 |
|
M********2
发帖数: 940 | 19 Maybe 15 years' loss of life if they return to Beijing?
source: http://www.arthurhu.com/index/lifeexpe.htm
"
Nation Male Female Average
US Asian 82.1 87.4 84.8 (3)
Japan '97 80.0 85.3 83.2
Shanghai China 75.5
United States 72 79 75.5
Singapore 69 74 71.5
China 68 71 69.5
...
(3) "Locati... 阅读全帖 |
|
s********n
发帖数: 26222 | 20 China academics warn of "violent revolution" if no political reform
By Ben Blanchard
BEIJING (Reuters) - A prominent group of Chinese academics has warned in a
bold open letter that the country risks "violent revolution" if the
government does not respond to public pressure and allow long-stalled
political reforms.
The 73 scholars, including well-known current and retired legal experts at
top universities and lawyers, said political reform had not matched the
quick pace of economic expansion.
"I... 阅读全帖 |
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d*******u
发帖数: 1181 | 21 【 以下文字转载自 Military 讨论区 】
发信人: delta2013 (第99头驴), 信区: Military
标 题: ZT：top 1% of earners enjoyed 95% of the income gains since the recession ended
发信站: BBS 未名空间站 (Fri Sep 13 12:39:25 2013, 美东)
A recent study reveals that the top 10% of earners in the U.S. took home
more than half the country’s total income in 2012. That's the highest level
recorded since the government began collecting the data a century ago,
according to a New York Times analysis.
Related: Why Incomes Could Fall For the Next 30... 阅读全帖 |
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w****l
发帖数: 6122 | 22 想抄底的同学最好还是多存钱吧。
http://www.rgemonitor.com/roubini-monitor/254354/the_dismal_out
The Dismal Outlook for the US and Global Economy and the Financial Markets
Email PrintShare
Delicious Digg Facebook reddit Technorati Nouriel Roubini | Nov 11, 2008
Here is a below brief summary of many of the points that I have made for the
last few months on the outlook for the U.S. and global economy and for
financial markets:
The U.S. will experience its most severe recession since WWII, much worse
and longer and... 阅读全帖 |
|
N********n
发帖数: 8363 | 23 "In nominal dollars, new-home prices have retreated to 2003 levels. Priced
in gold ounces, however, the median new-home “price” has collapsed to 1984
territory. After Nixon’s 1971 severing of the dollar’s tie to gold, price
inflation, recession, and economic stagnation followed. With similar
conditions extant today, we expect gold to retake and then exceed its prior
purchasing power high of 100 ounces buying a median-priced U.S. McMansion.
Indeed, the “100-ounce house” would today require $2,000 |
|
w*******q
发帖数: 1764 | 24 re-inflate or die. there is no other way. all the mumble jumble about export
, about green jobs, about yes we can are all, well, meaningless mumble
jumbles. either resign yourself to decades of stagnation to correct the
imbalances built up over the past 4 decades or reinflate the bubble to
stimulate over-consumption. sure all these overconsumption will eventually
come back to bite your ass, but you have already cornered yourself, might as
well try the only thing with any chance of success. obama |
|
r*m
发帖数: 16380 | 25 FORTUNE -- Don't believe the bulls who predict a new era of rising stock
prices. Sure, their arguments sound convincing: Confidence will surge
following the arrival of a new, business-friendly Congress, the U.S. economy
always rebounds strongly after a deep recession -- it's just taking longer
this time. Or, it's the nature of the market to post big gains after a
decade or more of poor returns.
Unfortunately, the basic math doesn't support the optimists' case. Put
simply, the stock market is in ... 阅读全帖 |
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s*******e
发帖数: 432 | 26 The 2nd and 3rd sample are just not convincing. You can also try 6 years, you will get more samples but you will miss the most recent run.
Also, remember that the stagnation of seventies and Fed's action on dramatically raising the interest rate in the earlies 80es. Those are the reasons behind the peaks and troughs not the mysterious 11 years cycle. And now Fed are still sticking to its low interest rate and we still have not seen any inflation but deflation pressure.
In the past two years, Fe... 阅读全帖 |
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n**********d
发帖数: 270 | 27 Stagnation in the near future. Why gold is not a good hedge choice? |
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c*****r
发帖数: 8227 | 28 The Near- and Longer-Term Prospects for the U.S. Economy
Good morning. As always, thanks are due to the Federal Reserve Bank of
Kansas City for organizing this conference. This year's topic, long-term
economic growth, is indeed pertinent--as has so often been the case at this
symposium in past years. In particular, the financial crisis and the
subsequent slow recovery have caused some to question whether the United
States, notwithstanding its long-term record of vigorous economic growth,
might n... 阅读全帖 |
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k**********4
发帖数: 16092 | 29 Sept. 6 (Bloomberg) -- Service industries unexpectedly expanded at a faster
pace in August, easing concern the biggest part of the U.S. economy was
slumping.
The Institute for Supply Management’s index of non- manufacturing
businesses increased to 53.3 last month from 52.7 in July. Economists
forecast the gauge would drop to 51, according to the median estimate in a
Bloomberg News survey. A reading above 50 signals expansion.
A pickup among the non-manufacturing industries that account for about... 阅读全帖 |
|
v****e
发帖数: 19471 | 30 Germans Reconsider Ties to Europe
http://online.wsj.com/article/SB1000142405297020413820457659864
By VANESSA FUHRMANS
BERGISCH GLADBACH, Germany—As Angela Merkel races to convince Germans that
their continued prosperity rests on preserving the euro, she is encountering
strong resistance even from those in her own party who have been
traditionally among the country's most pro-European politicians.
Enlarge Image
Agence France-Presse/Getty Images
Greek demonstrators protest austerity moves Wednesda... 阅读全帖 |
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d*********2
发帖数: 48111 | 31 为什么现在debt crisis是一个如此popular的词呢？
废话不多说。
现在美国的走向就是一个标准的stagnation.
回头好好研究一下７０年代历史。 That's it. |
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d*********2
发帖数: 48111 | 32 ７０年代初开始的stagnation. 其３大特征
1. 高失业
2. 高负债
3. 高通胀
大家仔细去对比一下现在的经济面， 满足了几条。
虽然cpi已经被cooked过了， 就这样都3-4%了。
政府负债， UHC & 各种stimulus, 还会层出不穷。
Fed, QEn是解决政府债务的唯一手段。
不要心存幻想。 做好过１０－２０年苦日子的打算吧。 |
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d*********2
发帖数: 48111 | 33 你说对了， 在７０年代初heading to stagnation的时候。
国债rate是降低。 并且７０年代到８０年代初一直伴随着不断的大规模货币扩张政策。
你看到的２０％ rate, 那是滞胀１０年， 无法承受， 经济右转开始紧缩以后的迹
象。
因果莫要倒置。 |
|
d*********2
发帖数: 48111 | 34 如果是紧缩， 更可怕， 就是２９－３３ repeat.
但是美国现在的经济政策，已经发现政府赤字的好用了。
直到最后debt crisis崩溃， 是不会放弃的。
０８到现在的危机？ Fed何曾放弃过inflation?
现在ＧＯＰ的政治立场而以。 无论１２年谁上台， 进一步的QE是必然。
stagnation也是必然。
没有选择。 看看欧洲前一段时间迫于压力要通缩， 结果如何？ 最后不是还是只能
采取扩大债务的折中方式。 |
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d*********2
发帖数: 48111 | 35 美国在７０年代对cpi统计方式的变更是革命的。
再也不会有stagnation了， data的层面上 。
GDP即使扣除cpi因素以后也永远都是正的， 而且>2%.
因为， 印钞机永不止。 |
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l**t
发帖数: 6971 | 36 店里比平时周末人多，但是远不如iPad 2发布的时候。买iPhone 4S需要排队，但是队
不是很长。
我老硬着头皮像个神经病一样试用了一会儿Siri。识别率只有70%，估计是店里太吵了
。比方说我调戏Siri，问“How old are you”。Siri总是听成“Call XXX”。我老口
音再烂，How和Call还是能说清的。等入手iPhone 4S以后再试试。
Turn on/off Wifi/Bluetooth之类的命令，Siri还做不了。这的确是Apple忽略了，应
该是很简单的，估计是beta的原因。希望正式版能加上。
其他没觉得和iPhone 4有什么大的区别，也没觉得有多快。不过我不玩游戏，也许游戏
快了。总之不是很看好。iPhone 4 owners upgrade的意义不大。对Android owners吸
引力恐怕也不大。
旁边有一个wsn，LD一边玩iPhone 4S，他一边说Apple/iPhone有多么不好。。。
有analyst做了survey，说有百分之七十多的buyers是existing iphone users，和
iPhone 4出来的时候一样... 阅读全帖 |
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t*********t
发帖数: 1058 | 37 【 以下文字转载自 USANews 讨论区 】
发信人: lczlcz (lcz), 信区: USANews
标 题: 法国总统萨科齐说，10年前允许希腊加入欧元区是个错误
发信站: BBS 未名空间站 (Fri Oct 28 12:16:28 2011, 美东)
Nicolas Sarkozy threatened to take the shine off a day of jubilation in
financial markets at a deal to rescue the eurozone when he said it had been
an "error" to allow Greece to join the euro a decade ago.
As further protests took placein Athens the French president appealed for
the public to back reforms intended to maintain Greece's membership of the
single curr... 阅读全帖 |
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i*******e
发帖数: 1904 | 38 Liquidity + strong demand will lead to prosperity.
Liquidity + weak demand will only lead to stagnation.
The fundamental question to US economy is DEMAND but not liquidity.
Deleveraging will drag down the demand for years. By re-engineering from Ben
's policy recommendations, I believe the demand won't pick up before 2014!
That is what the market should really read into! |
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B****o
发帖数: 1393 | 39 QE3 would be the really bad thing - it means the economy is not recovering,
implies more inflation and stagnation...
Now we are on the way to a real bull market with low volatility and steady
up trend.
JMHO |
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k**********i
发帖数: 8706 | 40 到底有没有qe3呢？日后再说。
WASHINGTON (MarketWatch) - Federal Reserve Board Chairman Ben Bernanke
called the stagnation in the U.S. labor market a grave concern and said he
was open to using more quantitative easing as needed to help. In a speech at
the Fed's Jackson Hole retreat, Bernanke did not pre-commit to taking
action. But he did reinforce the case for more asset purchases. He
downplayed the costs of quantitative easing and said the program has worked
to "provide meaningful support" to the recovery.... 阅读全帖 |
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N********n
发帖数: 8363 | 41
Real estate is where the same bubble (USGovt sponsored artificial
cheap loans) that crashed the 2006 market comes back.
Real estate price should not be growing while the unemployment is
still high and people's income stagnates. If I have no robust income
then I cannot cover the mortgage payment. If I cannot afford the
payment then the price has no reason to be high. It's that simple. |
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s*******t
发帖数: 335 | 42 Investors Struggle With Cash Conundrum
By E.S. Browning
Reuters
Charles de Vaulx has an investment idea: cash.
That may seem an odd choice, since cash earns less than inflation, making it
a money-losing proposition.
But Mr. de Vaulx, who oversees $17.8 billion as chief investment officer at
International Value Advisers in New York, has been boosting his cash
position. He is having trouble finding stocks he considers cheap and won’t
buy overvalued stocks. He considers bonds even more overvalu... 阅读全帖 |
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u**********n
发帖数: 8905 | 43 SYDNEY (MarketWatch) -- When it comes to the rebound in U.S. banking stocks,
investors, bankers and many Wall Street analysts alike seem to have
embraced Oliver Goldsmith's advice: "Ask me no questions, and I'll tell you
no lies."
But the much-heralded improvements in the fortune of banks may be
misleading.
Federal Reserve policies, especially low interest rates and large liquidity
flows (from central banks through quantitative easing ("QE"), have
supported bank earnings to a large degree. Low s... 阅读全帖 |
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i*******e
发帖数: 1904 | 44 fed期待的是growth带来的好通胀。
但中国这次赶热钱回美国，对美国来说是没有增长的stagnation。 |
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c****w
发帖数: 2830 | 45 美国人口老龄，汽车需求量下降。汽车库存量节节盘深，gdp变负，经济将要到达顶端
，进入stagnation阶段。 |
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B**********g
发帖数: 498 | 46 Rayonier's Mea Culpa Creates Long Opportunity
http://seekingalpha.com/article/2681755-rayoniers-mea-culpa-cre
Nov. 14, 2014 6:00 AM ET | 14 comments | About: Rayonier Inc. (RYN)
Subscribers to SA PRO had an early look at this article. Learn more about
PRO »
Disclosure: The author is long RYN. (More...)
Summary
• On Monday Rayonier reported 3rd quarter results.
• It also announced five mea culpas.
• The takeaway for investors: who cares?
On Monday, along with a... 阅读全帖 |
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B******e
发帖数: 16928 | 47 Short-term exports will be hit, resulting in more jobs cut, low growth and
more social unrest, which eventually result in more bad debt and stagnation.
I am long-term bearish in China. |
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g****t
发帖数: 31659 | 48 从股市上来看，已经price in了。
stagnation. |
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t**s
发帖数: 4026 | 49 fed觉得经济好了一部分原因是因为汽车这样的消费增多了，之前买f之类的也可以赚不
少，可是retail这些确实不好。所以summers在说stagnation嘛 |
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m*******a
发帖数: 4507 | 50 GDP Growth 2% & PCI/Inflation 2% = Stagnation? |
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