b*******e
发帖数: 24532 | 1 当然股市就朝年度新高奔去咯，美元指数接了74.7后反弹回到75。
隔夜之前，国内央行宣布第三季度增加贷款370亿美刀，同比增长136%,前三季度
新批贷款额度为全年GDP的140%。为建国以后首见。 同时今天中午时候，比较有名的
short seller Jim Chanos开始放卫星：中国正在走向崩溃。 当然卫星是要允许放的。
Chanos is reportedly attempting to short the entire Chinese economy. What's
fueling the short case against China?
The $4.3 trillion Chinese economy is under-performing despite a $900 billion
stimulus program.
China seems to be cooking its books. For instance, it reports that car sales
are surging while gasoline consumption is flat. |
b*******e
发帖数: 24532 | 2 no, see what happened yesterday on the Bill auction. |
a**e
发帖数: 5094 | 3 那你说除了买衣服，包包，鞋子以外还应该买什么呀？
s
billion
sales
【在 b*******e 的大作中提到】
: 当然股市就朝年度新高奔去咯，美元指数接了74.7后反弹回到75。
: 隔夜之前，国内央行宣布第三季度增加贷款370亿美刀，同比增长136%,前三季度
: 新批贷款额度为全年GDP的140%。为建国以后首见。 同时今天中午时候，比较有名的
: short seller Jim Chanos开始放卫星：中国正在走向崩溃。 当然卫星是要允许放的。
: Chanos is reportedly attempting to short the entire Chinese economy. What's
: fueling the short case against China?
: The $4.3 trillion Chinese economy is under-performing despite a $900 billion
: stimulus program.
: China seems to be cooking its books. For instance, it reports that car sales
: are surging while gasoline consumption is flat.
|
y**y
发帖数: 1261 | 4 So what happened?
【在 b*******e 的大作中提到】
: no, see what happened yesterday on the Bill auction.
|
s*******8
发帖数: 12734 | |
w******k
发帖数: 199 | 6 weaker dollar is clearly in the best interest of US. Over long term,
consumption needs will be reduced and production has to be up. This means a
lower life standard and more work..a much weaker dollar might do the trick... |
S******n
发帖数: 617 | 7 日元套利交易了十几二十年，资本都流失了，到现在也缓不过来。
如果万米也跟着玩火的话，资本都跑路，那才是真的完蛋球了。
a
...
【在 w******k 的大作中提到】
: weaker dollar is clearly in the best interest of US. Over long term,
: consumption needs will be reduced and production has to be up. This means a
: lower life standard and more work..a much weaker dollar might do the trick...
|
w******k
发帖数: 199 | 8 I think us won't repeat japan..but it will take the pain for years to come..
.living standard in the past 20 years are vastly inflated by over-leverage
and strong dollar (supported by exporting countries)... for us who get paid
in dollar, we should worry...
【在 S******n 的大作中提到】
: 日元套利交易了十几二十年，资本都流失了，到现在也缓不过来。
: 如果万米也跟着玩火的话，资本都跑路，那才是真的完蛋球了。
:
: a
: ...
|
b*******e
发帖数: 24532 | 9 that is why I wrote an article for investment ideas:)
now I am watching brazil and south america.
..
paid
【在 w******k 的大作中提到】
: I think us won't repeat japan..but it will take the pain for years to come..
: .living standard in the past 20 years are vastly inflated by over-leverage
: and strong dollar (supported by exporting countries)... for us who get paid
: in dollar, we should worry...
|
w******k
发帖数: 199 | 10 I feel paper currency will decline in value vs asset generally...
In this environment, pricing power is the key
【在 b*******e 的大作中提到】
: that is why I wrote an article for investment ideas:)
: now I am watching brazil and south america.
:
: ..
: paid
|
b*******e
发帖数: 24532 | 11 Gold will still be an option when trust over usd gets weaker and weaker.
【在 w******k 的大作中提到】
: I feel paper currency will decline in value vs asset generally...
: In this environment, pricing power is the key
|
c**********1
发帖数: 359 | 12 大家不应该把公司里的分析拿到这里来
呼唤原创idea |
