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Stock版 - 美国经济问题的根源其实和西腊一样, 过度消费.
相关主题
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西腊的债,显然应该由法德两国偿还老婆被关进监狱了,求助 (转载)
如果明天FED不加息,维持不变,是利好还是不利呢?闲聊GS的命运
注意到两个大牛的出现市场在慢慢恢复正常
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相关话题的讨论汇总
话题: crisis话题: debt话题: lower话题: people话题: economic
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1 (共1页)
s*****2
发帖数: 1035
1
过度消费的唯一合理解决办法就是勤俭节约, 努力生产. 使经济走上正轨.
总是靠借贷, 最后只能是国家背上沉重的债务, 14.7T 的外债, 已经直奔美国的GDP了.
当债务占GDP的比例越来越高的时候, 经济发展基本就是空谈. 而且问题就越来越严重.
只能靠增加税收, 减少福利来弥补.
美联储的资深人士说, 现在应该马上加息, 鼓励储蓄, 长痛不如短痛.
但是美联储, 美国政府是不能这么做的, 至少短期内很难. 这中间有太多的利益关系了
, 况且, 他们
看的指标也不是老百姓看的指标. 而且, 美国人也过惯了浪费的日子, 让5%的世界人口
从消费40%的世
界能源到消费5%的世界能源, 估计美国人自己要造反了.
美国唯一可以借用的杠杆就是美元, 一旦美元地位受损, 美国就完了. 或许那时候战争
就是唯一的解决
途径.
c*******r
发帖数: 6971
2
所以啥都可以消减就是军费不消减,DOD要6700亿,众议院批了6900亿,LOL

了.
重.

【在 s*****2 的大作中提到】
: 过度消费的唯一合理解决办法就是勤俭节约, 努力生产. 使经济走上正轨.
: 总是靠借贷, 最后只能是国家背上沉重的债务, 14.7T 的外债, 已经直奔美国的GDP了.
: 当债务占GDP的比例越来越高的时候, 经济发展基本就是空谈. 而且问题就越来越严重.
: 只能靠增加税收, 减少福利来弥补.
: 美联储的资深人士说, 现在应该马上加息, 鼓励储蓄, 长痛不如短痛.
: 但是美联储, 美国政府是不能这么做的, 至少短期内很难. 这中间有太多的利益关系了
: , 况且, 他们
: 看的指标也不是老百姓看的指标. 而且, 美国人也过惯了浪费的日子, 让5%的世界人口
: 从消费40%的世
: 界能源到消费5%的世界能源, 估计美国人自己要造反了.

w*********m
发帖数: 4740
3
这就象想让中国停止房地产泡沫一样难

了.
重.

【在 s*****2 的大作中提到】
: 过度消费的唯一合理解决办法就是勤俭节约, 努力生产. 使经济走上正轨.
: 总是靠借贷, 最后只能是国家背上沉重的债务, 14.7T 的外债, 已经直奔美国的GDP了.
: 当债务占GDP的比例越来越高的时候, 经济发展基本就是空谈. 而且问题就越来越严重.
: 只能靠增加税收, 减少福利来弥补.
: 美联储的资深人士说, 现在应该马上加息, 鼓励储蓄, 长痛不如短痛.
: 但是美联储, 美国政府是不能这么做的, 至少短期内很难. 这中间有太多的利益关系了
: , 况且, 他们
: 看的指标也不是老百姓看的指标. 而且, 美国人也过惯了浪费的日子, 让5%的世界人口
: 从消费40%的世
: 界能源到消费5%的世界能源, 估计美国人自己要造反了.

s**********l
发帖数: 8966
4
美国不需要勤俭节约,美国需要努力创新,现在的问题是创新不成了,难道靠facebook
把GDP拉上
去?
还是要根本性改善人民生活的科技,像信息高速公路一样的革命。

了.
重.

【在 s*****2 的大作中提到】
: 过度消费的唯一合理解决办法就是勤俭节约, 努力生产. 使经济走上正轨.
: 总是靠借贷, 最后只能是国家背上沉重的债务, 14.7T 的外债, 已经直奔美国的GDP了.
: 当债务占GDP的比例越来越高的时候, 经济发展基本就是空谈. 而且问题就越来越严重.
: 只能靠增加税收, 减少福利来弥补.
: 美联储的资深人士说, 现在应该马上加息, 鼓励储蓄, 长痛不如短痛.
: 但是美联储, 美国政府是不能这么做的, 至少短期内很难. 这中间有太多的利益关系了
: , 况且, 他们
: 看的指标也不是老百姓看的指标. 而且, 美国人也过惯了浪费的日子, 让5%的世界人口
: 从消费40%的世
: 界能源到消费5%的世界能源, 估计美国人自己要造反了.

w*j
发帖数: 6104
5
不是很多大公司的业绩都创历史新高,怎么不招人?
人家别的国家货币涨了那么多,怎么就业还比美国好。就连欧洲
那种养懒人的地方都比美国就业好。
m****a
发帖数: 76
6

了.
重.
来个战争神马债务就都解决了。军火的收入,物资的掠夺,能源的控制······神
马都解决了。

【在 s*****2 的大作中提到】
: 过度消费的唯一合理解决办法就是勤俭节约, 努力生产. 使经济走上正轨.
: 总是靠借贷, 最后只能是国家背上沉重的债务, 14.7T 的外债, 已经直奔美国的GDP了.
: 当债务占GDP的比例越来越高的时候, 经济发展基本就是空谈. 而且问题就越来越严重.
: 只能靠增加税收, 减少福利来弥补.
: 美联储的资深人士说, 现在应该马上加息, 鼓励储蓄, 长痛不如短痛.
: 但是美联储, 美国政府是不能这么做的, 至少短期内很难. 这中间有太多的利益关系了
: , 况且, 他们
: 看的指标也不是老百姓看的指标. 而且, 美国人也过惯了浪费的日子, 让5%的世界人口
: 从消费40%的世
: 界能源到消费5%的世界能源, 估计美国人自己要造反了.

u****s
发帖数: 372
7

是啊.

【在 w*j 的大作中提到】
: 不是很多大公司的业绩都创历史新高,怎么不招人?
: 人家别的国家货币涨了那么多,怎么就业还比美国好。就连欧洲
: 那种养懒人的地方都比美国就业好。

j******r
发帖数: 1428
8


【在 u****s 的大作中提到】
:
: 是啊.

a*****8
发帖数: 841
9
人愿意消费你管找吗?
l******t
发帖数: 55733
10
勤俭节约?LZ是女文科把
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注意到两个大牛的出现Sold all GLD
DOW 反弹不超过50MA 就会开始下跌。AAPL is a shrinking STOCK
肥猫很牛逼U.S. set to make $8 billion from bailing out Citi
进入Stock版参与讨论
s**o
发帖数: 114
11
其实很多企业很赚钱,但是知道现在员工很害怕失业,所以原来两个人的活一个人干,
所以哪里有工作机会!
说到底还是资本家的贪婪和对利益最大化的追求。我最近和一些公司联系就是这样,对
方真是忙啊!一直在电话上,我每次只得留言。如果一直这样忙,说明这个人的工作量
太大了。公司应该再招人,然后现在谁愿意去做那个傻事呢?
p**********d
发帖数: 7918
12
經濟危機的時候,沒有刺激,靠勤儉能夠脫困?這是甚麼經濟理論?

了.
重.

【在 s*****2 的大作中提到】
: 过度消费的唯一合理解决办法就是勤俭节约, 努力生产. 使经济走上正轨.
: 总是靠借贷, 最后只能是国家背上沉重的债务, 14.7T 的外债, 已经直奔美国的GDP了.
: 当债务占GDP的比例越来越高的时候, 经济发展基本就是空谈. 而且问题就越来越严重.
: 只能靠增加税收, 减少福利来弥补.
: 美联储的资深人士说, 现在应该马上加息, 鼓励储蓄, 长痛不如短痛.
: 但是美联储, 美国政府是不能这么做的, 至少短期内很难. 这中间有太多的利益关系了
: , 况且, 他们
: 看的指标也不是老百姓看的指标. 而且, 美国人也过惯了浪费的日子, 让5%的世界人口
: 从消费40%的世
: 界能源到消费5%的世界能源, 估计美国人自己要造反了.

i*****T
发帖数: 1855
13
这种sb文章置顶,老邢是故意玩lz的吧
T**********1
发帖数: 2406
14
You are right on the source of the problems in US and Greece: over
consumption.
Buy why they over consumed?
the answer is very simple: people who did not produce got money from the
welfare system/government so they can
spend other people's money. Same reason Socialism failed.
If the US does not stop welfare spending, Greece is the future America.

了.
重.

【在 s*****2 的大作中提到】
: 过度消费的唯一合理解决办法就是勤俭节约, 努力生产. 使经济走上正轨.
: 总是靠借贷, 最后只能是国家背上沉重的债务, 14.7T 的外债, 已经直奔美国的GDP了.
: 当债务占GDP的比例越来越高的时候, 经济发展基本就是空谈. 而且问题就越来越严重.
: 只能靠增加税收, 减少福利来弥补.
: 美联储的资深人士说, 现在应该马上加息, 鼓励储蓄, 长痛不如短痛.
: 但是美联储, 美国政府是不能这么做的, 至少短期内很难. 这中间有太多的利益关系了
: , 况且, 他们
: 看的指标也不是老百姓看的指标. 而且, 美国人也过惯了浪费的日子, 让5%的世界人口
: 从消费40%的世
: 界能源到消费5%的世界能源, 估计美国人自己要造反了.

g*********e
发帖数: 14401
15

that's not possible. U.S. brands itself as the place in the world where
anyone can get good life, no matter what he or she is capable of.
Destroying the welfare system destroys that illusion. The dummy average
Americans would not allow any president to do that, and all pres-candidate
understands this.

【在 T**********1 的大作中提到】
: You are right on the source of the problems in US and Greece: over
: consumption.
: Buy why they over consumed?
: the answer is very simple: people who did not produce got money from the
: welfare system/government so they can
: spend other people's money. Same reason Socialism failed.
: If the US does not stop welfare spending, Greece is the future America.
:
: 了.
: 重.

T**********1
发帖数: 2406
16
Then stock up on dry food, legal guns and ammos.
And maybe gold.
And pray.

【在 g*********e 的大作中提到】
:
: that's not possible. U.S. brands itself as the place in the world where
: anyone can get good life, no matter what he or she is capable of.
: Destroying the welfare system destroys that illusion. The dummy average
: Americans would not allow any president to do that, and all pres-candidate
: understands this.

T**********1
发帖数: 2406
17
You have been brain-washed by communists.
Or maybe you were brain-dead to begin with.

【在 p**********d 的大作中提到】
: 經濟危機的時候,沒有刺激,靠勤儉能夠脫困?這是甚麼經濟理論?
:
: 了.
: 重.

p**********d
发帖数: 7918
18
I appreciate your religious fervor, but unfortunately, we live in a real
world. BTW, if I were you, I would be much more careful in calling other
people brain-washed if my religion had been proven wrong almost all the time
. But, religion being religion, you probably would not let anyone convince
you with evidence. End of discussion.

【在 T**********1 的大作中提到】
: You have been brain-washed by communists.
: Or maybe you were brain-dead to begin with.

k***n
发帖数: 3158
19
piling up more debts to solve a debt crisis
what's the theory or even logic behind this?

【在 p**********d 的大作中提到】
: 經濟危機的時候,沒有刺激,靠勤儉能夠脫困?這是甚麼經濟理論?
:
: 了.
: 重.

g****u
发帖数: 695
20
My question would rather be:
Do you really think the financial and economic crisis caused
by over-consumption can be solved by more consumption?

【在 p**********d 的大作中提到】
: 經濟危機的時候,沒有刺激,靠勤儉能夠脫困?這是甚麼經濟理論?
:
: 了.
: 重.

相关主题
老婆被关进监狱了,求助 (转载)金融业看来是兔子尾巴了
闲聊GS的命运来讨论下黄金
市场在慢慢恢复正常老虎年到来, 我分析一下.
进入Stock版参与讨论
p**********d
发帖数: 7918
21
Without economic growth and tax revenue growth, debt will grow on its own
just because interest grows. Now the important issue is how to make the
economy grow, not how to pay down the debt.

【在 k***n 的大作中提到】
: piling up more debts to solve a debt crisis
: what's the theory or even logic behind this?

p**********d
发帖数: 7918
22
Perhaps not. But the current problem is not too much consumption, but too
little for the economy to grow. No consumption, no jobs.

【在 g****u 的大作中提到】
: My question would rather be:
: Do you really think the financial and economic crisis caused
: by over-consumption can be solved by more consumption?

k***n
发帖数: 3158
23
OK, economy growth is important
but how do you think that a country piling up more debt can grow faster than
a country with less debt.
Let's put it this way, if taking more debt is the solution, economy would
be so easy to run. Everybody just stops any other activities, keeps piling
up debts and then you would get your growth.

【在 p**********d 的大作中提到】
: Without economic growth and tax revenue growth, debt will grow on its own
: just because interest grows. Now the important issue is how to make the
: economy grow, not how to pay down the debt.

p**********d
发帖数: 7918
24
Taking on more debt in the short term may contribute to reduction of debt in
the long term. Of course the solution is not to take on more debt all the
time. During boom time, the government should pay down its debt. But,
cutting spending to reduce debt when the economy is not growing is not a
good idea.

than

【在 k***n 的大作中提到】
: OK, economy growth is important
: but how do you think that a country piling up more debt can grow faster than
: a country with less debt.
: Let's put it this way, if taking more debt is the solution, economy would
: be so easy to run. Everybody just stops any other activities, keeps piling
: up debts and then you would get your growth.

k***n
发帖数: 3158
25
at least you used "may"
so it can be "may not"
what will happen then
actually it is happening now
two doses, QE and QE2, injected
market is tanking again with a crashing dollar
you cant use the same treatments for all patients
you have to figure out the root cause for the illness and use specific
treatment.
stimulation can not work for a debt crisis induced recession, simple as that

in

【在 p**********d 的大作中提到】
: Taking on more debt in the short term may contribute to reduction of debt in
: the long term. Of course the solution is not to take on more debt all the
: time. During boom time, the government should pay down its debt. But,
: cutting spending to reduce debt when the economy is not growing is not a
: good idea.
:
: than

T**********1
发帖数: 2406
26
Jobs come from capital investment, capital investment comes from savings.
Savings comes from less consumption.
Which party of this flow chart do you not understand? Zombie.

【在 p**********d 的大作中提到】
: Perhaps not. But the current problem is not too much consumption, but too
: little for the economy to grow. No consumption, no jobs.

z****e
发帖数: 54598
27
美国有什么好造反的
美国佬消费世界5%的日子又不是没过过
当年大萧条时候还不是一样孤立主义盛行
饿肚子归饿肚子,比起上战场提脑袋拼命那还是要好太多了
节约顶啥用啊,大家都节约了,那生产出来的产品给猪用啊?
美国当前的问题不在于节约,而在于百姓不敢消费了
不敢消费了就会产生恶性循环,越是不敢消费,企业越是没有利润
越是没有利润,越是不敢消费,最后了断
这对于一个第三产业占gdp大比重的国家来说是致命的
美国跟中国不一样,中国我不认为提倡消费是个好方法
供应面供应不了,中国并没有控制世界上绝大多数的石油,铁矿,钾肥etc.
美国不一样,美国控制了这些资源,美国要是不消费
控制这些资源是有成本的,如果美国人不消费
美国也就离衰弱不远了,这就是为什么美国政府要刺激经济
不是为了节约,是为了提振民心,鼓励美国人去消费

了.
重.

【在 s*****2 的大作中提到】
: 过度消费的唯一合理解决办法就是勤俭节约, 努力生产. 使经济走上正轨.
: 总是靠借贷, 最后只能是国家背上沉重的债务, 14.7T 的外债, 已经直奔美国的GDP了.
: 当债务占GDP的比例越来越高的时候, 经济发展基本就是空谈. 而且问题就越来越严重.
: 只能靠增加税收, 减少福利来弥补.
: 美联储的资深人士说, 现在应该马上加息, 鼓励储蓄, 长痛不如短痛.
: 但是美联储, 美国政府是不能这么做的, 至少短期内很难. 这中间有太多的利益关系了
: , 况且, 他们
: 看的指标也不是老百姓看的指标. 而且, 美国人也过惯了浪费的日子, 让5%的世界人口
: 从消费40%的世
: 界能源到消费5%的世界能源, 估计美国人自己要造反了.

g****u
发帖数: 695
28
Here is the problem: If Americans know how to save during the
good time, there wouldn't be this crisis at the first place.
Stimulation may work for the first time, but after stimulation
got you out of the crisis, you must save, that's the only way
to prevent it from happening again. Unfortunately, nobody wants
to save during the good time. You give them a stimulation and
get them out of the crisis, and then tell them to save, do you
think anyone will listen? No, they won't, they never.
As a matter of fact, those who saved got punished when you stimulate
by printing money. So next time, how will you convince them to
save?

【在 p**********d 的大作中提到】
: Perhaps not. But the current problem is not too much consumption, but too
: little for the economy to grow. No consumption, no jobs.

g*****u
发帖数: 14294
29
大帅是经济学家。不该止于hand waving, warm and fuzz呀。
去St. Louis FED网页那几个数据出来看看。personal spending 总体是leveraging还
是deleveraging不就清楚了。

【在 g****u 的大作中提到】
: Here is the problem: If Americans know how to save during the
: good time, there wouldn't be this crisis at the first place.
: Stimulation may work for the first time, but after stimulation
: got you out of the crisis, you must save, that's the only way
: to prevent it from happening again. Unfortunately, nobody wants
: to save during the good time. You give them a stimulation and
: get them out of the crisis, and then tell them to save, do you
: think anyone will listen? No, they won't, they never.
: As a matter of fact, those who saved got punished when you stimulate
: by printing money. So next time, how will you convince them to

g****u
发帖数: 695
30
Personal spending got de-leveraged not because they save but
because they really don't have any more money to spend, which
is even worse.
And please, don't throw title on me. I found it very annoying.
I am not anybody, I just share my thought.

【在 g*****u 的大作中提到】
: 大帅是经济学家。不该止于hand waving, warm and fuzz呀。
: 去St. Louis FED网页那几个数据出来看看。personal spending 总体是leveraging还
: 是deleveraging不就清楚了。

相关主题
刚才喝了杯敬酒。味道好极了!Debt Committee Failure Positive for Economy: Bond Strategist (CNBC)
现实的通缩就是房价的下跌像Paulson学习,为了降低风险,割肉了!
Gold is just overbought西腊的债,显然应该由法德两国偿还
进入Stock版参与讨论
s*****2
发帖数: 1035
31
刺激是没问题. 节约是对过度消费而言.
你看美国这么消费还能支撑多久?

【在 p**********d 的大作中提到】
: 經濟危機的時候,沒有刺激,靠勤儉能夠脫困?這是甚麼經濟理論?
:
: 了.
: 重.

s*****2
发帖数: 1035
32
你要是讨论我的观点可以, 但是你要是想和我开骂我也对你不客气.

【在 a*****8 的大作中提到】
: 人愿意消费你管找吗?
T**********1
发帖数: 2406
33
No more collateral left to leverage on. Hense the deleveraging.
QE slows deleveraging process,, does not change the change the trend.
The problem is the fiscal policy, not the monetary policy. Monetary policy
creates economic cycles, not trend.
The root course is the fiscal policy.
This time, It is beyond the power of the Fed.

【在 g*****u 的大作中提到】
: 大帅是经济学家。不该止于hand waving, warm and fuzz呀。
: 去St. Louis FED网页那几个数据出来看看。personal spending 总体是leveraging还
: 是deleveraging不就清楚了。

s*****2
发帖数: 1035
34
对于针对个人的贴子我一般都是忍的, 不乐意有任何针对人身的言语.
But do not mix kindness and weakness.

【在 l******t 的大作中提到】
: 勤俭节约?LZ是女文科把
p**********d
发帖数: 7918
35
If Americans were this rational as your logic suggested, none of the crises
would have happened.
Furthermore, you don't want to wreck the economy just to prove a point. For
example, Europe will bail out Greece, even though theoretically they could
set an example to discourage future such behavior. But the cost of not
bailing out Greece would be so large that such discouragement would not have
an opportunity to take effect.

【在 g****u 的大作中提到】
: Here is the problem: If Americans know how to save during the
: good time, there wouldn't be this crisis at the first place.
: Stimulation may work for the first time, but after stimulation
: got you out of the crisis, you must save, that's the only way
: to prevent it from happening again. Unfortunately, nobody wants
: to save during the good time. You give them a stimulation and
: get them out of the crisis, and then tell them to save, do you
: think anyone will listen? No, they won't, they never.
: As a matter of fact, those who saved got punished when you stimulate
: by printing money. So next time, how will you convince them to

T**********1
发帖数: 2406
36
You Don't work to make living, do you?
Because we working people would understand tah we have to work to provide
for our families. Your bailouts all come
from savings of us working people. And now your are running out of our
money, the total capital base in the
developed world is SHRINKING.
You don't need an economic degree to understand this common sense.
By the way, Which economic school did you attend?

crises
For
have

【在 p**********d 的大作中提到】
: If Americans were this rational as your logic suggested, none of the crises
: would have happened.
: Furthermore, you don't want to wreck the economy just to prove a point. For
: example, Europe will bail out Greece, even though theoretically they could
: set an example to discourage future such behavior. But the cost of not
: bailing out Greece would be so large that such discouragement would not have
: an opportunity to take effect.

g****u
发帖数: 695
37
My point is: Bail-out cannot solve the problem, it will only
make it worse, because people will not learn. The so-called
'too big to fail' is how those bankers scare you in order to
save themselves.
History has told us that if you let them fail, the economy will
suffer in short term but self-healing strongly a little after.
If you don't let them fail, they will stay there doing exactly
what they did before and cause the crisis again due to exactly
the same reason.
Just see what have happened --- EU bailed out Greece last year,
then merely after one year, they have to bail it out again.
Even they are bailing it out, market is still pricing in an at
least 50% of chance of default. Does it really work?
Another example --- US government solved the 'too big to fail'
by making them bigger. And now they own Freddie Mac, Fannie
Mae, and they are the majority share holder of AIG, C, BOA,
and who knows how many other banks. Two years later after the
bailing out, does it stop the housing market crisis? NO. Does
it solve the unemployment? NO. Does it improve efficiency? NO.
It does nothing but pump up the stock market and commodity
market, and inflation. If the crisis comes back again now, they
have nothing left to do. They cannot make the banks any bigger,
anything bigger will be the Fed Reserve itself.
Monetary stimulation is like heroin. It will make a person feel
good for a while, but it will only destroy this person over-time.
Once people taste it, they will be addicted to it and they will
want it more and more, until they die.

crises
point. For
could
not have

【在 p**********d 的大作中提到】
: If Americans were this rational as your logic suggested, none of the crises
: would have happened.
: Furthermore, you don't want to wreck the economy just to prove a point. For
: example, Europe will bail out Greece, even though theoretically they could
: set an example to discourage future such behavior. But the cost of not
: bailing out Greece would be so large that such discouragement would not have
: an opportunity to take effect.

p**********d
发帖数: 7918
38
What did people learn from the Great Depression? There was no bailout, many
businesses and banks did fail, and the economy went into, well, great
depression. But somehow 70 years later, people still built a big big bubble.
Your theory sounds nice, but it should never be a guide during economic
crisis, or disaster will ensue. Structural problems should be fixed while
there is room for maneuver, at least after the economy recovers from the
crisis.

【在 g****u 的大作中提到】
: My point is: Bail-out cannot solve the problem, it will only
: make it worse, because people will not learn. The so-called
: 'too big to fail' is how those bankers scare you in order to
: save themselves.
: History has told us that if you let them fail, the economy will
: suffer in short term but self-healing strongly a little after.
: If you don't let them fail, they will stay there doing exactly
: what they did before and cause the crisis again due to exactly
: the same reason.
: Just see what have happened --- EU bailed out Greece last year,

g****u
发帖数: 695
39
Sigh, you are so Ben Bernanke.
The disaster is ensued because of what people did in the past,
not because what they are doing now. You did the bad thing, and
you get punished, it's the natural law and cannot be manipulated
by human.
The Great Depression got its turning point in 1932. It was worse,
but it was shorter. For the current crisis, I say we haven't seen
the real big one yet, because it got delayed by all these
stimulations we have done. Note that it's delayed, not solved.
I know that we belongs to different schools of economic thought.
Academics have been arguing for almost a century, so I don't
expect to convince you in a couple of days. But we'll see how
this crisis develops.

many
bubble.
economic
while
the

【在 p**********d 的大作中提到】
: What did people learn from the Great Depression? There was no bailout, many
: businesses and banks did fail, and the economy went into, well, great
: depression. But somehow 70 years later, people still built a big big bubble.
: Your theory sounds nice, but it should never be a guide during economic
: crisis, or disaster will ensue. Structural problems should be fixed while
: there is room for maneuver, at least after the economy recovers from the
: crisis.

g*****u
发帖数: 14294
40
I take it back. No offense meant, Guguru.

【在 g****u 的大作中提到】
: Personal spending got de-leveraged not because they save but
: because they really don't have any more money to spend, which
: is even worse.
: And please, don't throw title on me. I found it very annoying.
: I am not anybody, I just share my thought.

相关主题
西腊的债,显然应该由法德两国偿还DOW 反弹不超过50MA 就会开始下跌。
如果明天FED不加息,维持不变,是利好还是不利呢?肥猫很牛逼
注意到两个大牛的出现Sold all GLD
进入Stock版参与讨论
g*****u
发帖数: 14294
41
现在是供给/产能过剩,消费不足。再遏制需求,那可能是大萧条重演。两害取其轻。
凯恩斯主义比较接近真理。

了.
重.

【在 s*****2 的大作中提到】
: 过度消费的唯一合理解决办法就是勤俭节约, 努力生产. 使经济走上正轨.
: 总是靠借贷, 最后只能是国家背上沉重的债务, 14.7T 的外债, 已经直奔美国的GDP了.
: 当债务占GDP的比例越来越高的时候, 经济发展基本就是空谈. 而且问题就越来越严重.
: 只能靠增加税收, 减少福利来弥补.
: 美联储的资深人士说, 现在应该马上加息, 鼓励储蓄, 长痛不如短痛.
: 但是美联储, 美国政府是不能这么做的, 至少短期内很难. 这中间有太多的利益关系了
: , 况且, 他们
: 看的指标也不是老百姓看的指标. 而且, 美国人也过惯了浪费的日子, 让5%的世界人口
: 从消费40%的世
: 界能源到消费5%的世界能源, 估计美国人自己要造反了.

p***k
发帖数: 6
42
The fundamental reason is that the world has too many people and there will
always be someone who do not have job.
The only solution is to force everyone in the world works for only 25-30
hours/week so everyone will have a job and can consume.
j*****h
发帖数: 3292
43
PPS 有一部好系列片
看了可以理解 why American the way they are
北美以前全是森林的,森林当时的价植和现在的石油一样
木材是用来建航母,无敌舰队的
T**********1
发帖数: 2406
44
3% trade account deficit, that is hardly oversupply.
Not to mention shrinking capital base, dis-savings for a whole decade.
That is your oversupply?
Again, over consumption leads to lower savings, lower savings leads to lower
investment, lower investment leads to
lower productivity, lower productivity leads to lower employment.
Lower employment or high unemployment, that is where we are today.
Only way to lead the countrynout of this downward spiral is to increae
savings, therefore more investment and
therefore more employment. Your kenysian/socialist policy has made things
worse and will continue to make things
worse.
To set the record straight, it was the Kenysian policy that turned a great
recession into a Great Depression.

【在 g*****u 的大作中提到】
: 现在是供给/产能过剩,消费不足。再遏制需求,那可能是大萧条重演。两害取其轻。
: 凯恩斯主义比较接近真理。
:
: 了.
: 重.

j*****h
发帖数: 3292
45
You are talking about classical economic theory.
People are now counting on new growth theory.
But before the new technology is discovered, what can we do?

lower

【在 T**********1 的大作中提到】
: 3% trade account deficit, that is hardly oversupply.
: Not to mention shrinking capital base, dis-savings for a whole decade.
: That is your oversupply?
: Again, over consumption leads to lower savings, lower savings leads to lower
: investment, lower investment leads to
: lower productivity, lower productivity leads to lower employment.
: Lower employment or high unemployment, that is where we are today.
: Only way to lead the countrynout of this downward spiral is to increae
: savings, therefore more investment and
: therefore more employment. Your kenysian/socialist policy has made things

g*****u
发帖数: 14294
46
Let's not ignore the 7 million people who are out of work.
That's Oversupply and overcapacity.
FYI, productivity is quite high right now, atypical of post-crisis data.

lower

【在 T**********1 的大作中提到】
: 3% trade account deficit, that is hardly oversupply.
: Not to mention shrinking capital base, dis-savings for a whole decade.
: That is your oversupply?
: Again, over consumption leads to lower savings, lower savings leads to lower
: investment, lower investment leads to
: lower productivity, lower productivity leads to lower employment.
: Lower employment or high unemployment, that is where we are today.
: Only way to lead the countrynout of this downward spiral is to increae
: savings, therefore more investment and
: therefore more employment. Your kenysian/socialist policy has made things

1 (共1页)
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来讨论下黄金如果明天FED不加息,维持不变,是利好还是不利呢?
老虎年到来, 我分析一下.注意到两个大牛的出现
刚才喝了杯敬酒。味道好极了!DOW 反弹不超过50MA 就会开始下跌。
现实的通缩就是房价的下跌肥猫很牛逼
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