d*b
发帖数: 4453 | 1 气势汹汹，专机，地图，方便面的长江救难搞得灰头土脸，阴云依旧的时候，却突然又
莫名其妙的来了个很滑稽，很暴力，很没有必要的3900点“救市”？
先不说这“救市”压根就没有必要。问题是这“救市”你根本就成功不了！因为3800，
4000点这股市，本身就是中国股市的历史次高水平，强大的卖盘在头上悬着，你每抬升
一点，就会有无穷多的卖盘砸下来，你没有20%以上的资金，靠嘴，靠骗，靠忽悠没有
任何可能把盘子攻上去。可就是攻上去了又如何？ 你怎么保证它不会再跌下来又回到
4000点？ 到时你又咋办？ 继续循环着“救”？ 那不成了超级大傻逼了嘛？
可这多达20%的资金是什么概念？ ２０％就是现在中国股市差不多60万亿的12万亿。这
个量的钱李英语能搞出来嘛？ 别开玩笑了！ 2014年，全中国财政收入是14万亿，那就
是说，除非全中国人民一年不吃不喝把财政收入全给英语拿去炒股票。
现在中国举国都在不干正事炒股票，老百姓炒，企业炒，银行炒，现在总理也搅和进去
让举国上下一齐炒，连财政局都动用财政预算资金也开始大炒特炒了。照这么下去，以
后股市就是各级财政与各地财政的大对决，大拼杀。就看南方能不能在股市上干过北方
了！
实在tnnd只有傻逼才能把国家搞成这么神经和扯蛋。 | d*b
发帖数: 4453 | 2 告诉你们，今天如果在收成绿的，北戴河差不多就要打架了。 | l****5
发帖数: 5865 | 3 我看打架是在所难免啊
【在 d*b 的大作中提到】
: 告诉你们，今天如果在收成绿的，北戴河差不多就要打架了。
| b********n
发帖数: 38600 | 4 You know its really hard to believe that the Chinese, for being as
diciplined and smart as they are in so many matters, got duped into falling
for the only thing proping up the Western economies. That is, ever expanding
credit fueling whatever growth that can be had. I mean first they invested
in infrastructure projects with free flowing credit from numerous parties
only to eventually realize that these apartment complexs, roads, energy
plants, shopping centers, etc. actually needed earnings to service the debt
(translation, customers!). Then the citizens fell for the "housing market"
story and bought up real estate (with debt) they didn't need or couldn't
afford only to watch these prices fall. So with the housing market tanking,
they then were hurded into the stock market with offers of rags to riches
stories abounding and supported by endless supplies of free money (i.e.,
margin debt).
What a fricking mess they've created all based on the most widely misused
and dangerous economic weapon of all-time, "Undiciplined use of Debt". But I
give the Chinese credit on one front as they definitely paid attention in
their finance courses at Harvard, Wharton, and other schools when they were
told, taught, or brainwashed into the Western mentality and thinking as it
relates to debt/credit. That is, just keep leveraging up to drive higher
returns and economic growth. As for real earnings, cash flow, and income,
hog wash as these don't really matter as long as the underlying asset is
increasing in value (curtosey of the world's CBs).
But you also must remember two other major problems with the Chinese stock
market on top of problem number one, excessive use of margin debt. Next up
and problem two was astronomical PE/valuation metrics that in no way, shape,
or form could be supported and/or were economically viable. These two
problems alone would cause most markets to crash but I believe the biggest
and baddest problem for the Chinese is in the reliability of the financial &
economic information they produce. Basically everyone with a clue realizes
the Chinese have been fabricating their GDP figures for years. This type of
mismanagement and deceit has no doubt spilled over into the private/
commercial markets where just about every company reporting financial
results in China, public or private, is suspect.
So what could go wrong with a credit fueled orgy, based on extreme
valuations, with financial figures and books that are propably cooked so bad
that they would make the insiders at Enron even blush? Throw on top of this
the second largest economy in the world that has no real experience dealing
with these matters and laws/regulations that are immature and untested (e.g
., real property ownership, secured interest in collateral through UCCs,
bankruptcy protection, properly functioning courts, etc., etc., etc.). Let's
just say ALOT!
No doubt the PBoC will throw everything at this mess as we all know, CB's
egos, arrogance, and greed have no ends. But one thing is for sure as we are
witnessing history in the making as in 20+ years when this period is
written about, it will be most likely referred to as "When the CBs attempted
to play God". Chapter one was written with the US MBS implosion. Chapter
two is happening with Greece/ECB. Chapter three, four, etc. are now being
written in China. The problem is, we have 20+ chapters to go as while the
fuse slowly burns to the top of the pyramid, it may take years and possibly
decades for this to play out. | f****p
发帖数: 18483 | 5 也是活该。全民炒股，全民傻逼，都想发财，也不撒泡尿照照自己。所以一起死。 | O******1
发帖数: 13088 | 6 茶具企业的股票看涨。
【在 d*b 的大作中提到】
: 告诉你们，今天如果在收成绿的，北戴河差不多就要打架了。
| d*b
发帖数: 4453 | 7 好，我爱看打架！ 打得越厉害越好。
【在 O******1 的大作中提到】
: 茶具企业的股票看涨。
| a****n
发帖数: 1887 | 8 re
【在 d*b 的大作中提到】
: 气势汹汹，专机，地图，方便面的长江救难搞得灰头土脸，阴云依旧的时候，却突然又
: 莫名其妙的来了个很滑稽，很暴力，很没有必要的3900点“救市”？
: 先不说这“救市”压根就没有必要。问题是这“救市”你根本就成功不了！因为3800，
: 4000点这股市，本身就是中国股市的历史次高水平，强大的卖盘在头上悬着，你每抬升
: 一点，就会有无穷多的卖盘砸下来，你没有20%以上的资金，靠嘴，靠骗，靠忽悠没有
: 任何可能把盘子攻上去。可就是攻上去了又如何？ 你怎么保证它不会再跌下来又回到
: 4000点？ 到时你又咋办？ 继续循环着“救”？ 那不成了超级大傻逼了嘛？
: 可这多达20%的资金是什么概念？ ２０％就是现在中国股市差不多60万亿的12万亿。这
: 个量的钱李英语能搞出来嘛？ 别开玩笑了！ 2014年，全中国财政收入是14万亿，那就
: 是说，除非全中国人民一年不吃不喝把财政收入全给英语拿去炒股票。
| f******d
发帖数: 2394 | 9 刚看到这个。老美水平高的太你妈多了。
falling
expanding
invested
debt
,
【在 b********n 的大作中提到】
: You know its really hard to believe that the Chinese, for being as
: diciplined and smart as they are in so many matters, got duped into falling
: for the only thing proping up the Western economies. That is, ever expanding
: credit fueling whatever growth that can be had. I mean first they invested
: in infrastructure projects with free flowing credit from numerous parties
: only to eventually realize that these apartment complexs, roads, energy
: plants, shopping centers, etc. actually needed earnings to service the debt
: (translation, customers!). Then the citizens fell for the "housing market"
: story and bought up real estate (with debt) they didn't need or couldn't
: afford only to watch these prices fall. So with the housing market tanking,
| n******u
发帖数: 4271 | 10 暴风科技这种什么都没有的公司股票两个月涨了40倍。。。。。 | W***n
发帖数: 11530 | 11
falling
expanding
invested
debt
,
The sad part, blindly copying western way of running financial markets,
bringing in all sort of ills of "free market" economy... forgetting their
roots...
【在 b********n 的大作中提到】
: You know its really hard to believe that the Chinese, for being as
: diciplined and smart as they are in so many matters, got duped into falling
: for the only thing proping up the Western economies. That is, ever expanding
: credit fueling whatever growth that can be had. I mean first they invested
: in infrastructure projects with free flowing credit from numerous parties
: only to eventually realize that these apartment complexs, roads, energy
: plants, shopping centers, etc. actually needed earnings to service the debt
: (translation, customers!). Then the citizens fell for the "housing market"
: story and bought up real estate (with debt) they didn't need or couldn't
: afford only to watch these prices fall. So with the housing market tanking,
|
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