| 为什么说只有可控制的通涨才对房价有利。而失控的通涨要毁灭一切包括房价 |
这两天有空，让我们来分析一下基本的基本吧 |
| 为什么美国会表面反对通涨，暗地激发通涨，通过这解决债务问题 |
国内有名的叶檀今天下了个可笑的结论 |
| 重新回顾我2007年的老POST，中石油是破了，但中国泡沫却离WSJ的赌咒近了 |
CNBC今天对亚洲房产泡沫的评论，以及JIM ROGERS 的看法 |
| 美国称：不排除用战争阻止全球权力转向中国,这类不可预测事件 |
美国会用什么方法解决目前的危机？ |
| 中国的风险不止于法制不健全，中国有比美国大的多得结构性风险 |
和WARREN 。巴菲特站在一条线上，对美国长期乐观 |
| 谈谈中国的收入稳定性和房地产投资的回报和风险的关系。 |
做个预言吧，30年后的经济史书上会说“中国的21世纪初的泡沫是历史上 |
| 为什么美国希望人民币绑美金汇率不变？为什么美国希望美金继续贬值？ |
先不谈美国，谈谈中国目前的危机，风险为什么高。 |
| 为什么短期内美国没落不了，中国也无法真正的强大 |
Salary will increase if you can think over long term |
| Visualize what the future inflation will make our life look |
谢国忠的宏观方向感基本正确。很多既得利益者不喜欢他。我为何喜欢他？ |
| Because I can't really predict the future. There is a high |
Today is a very unique historical time that EXCEPTION |
| With economic power shifting to DC region, it will get richer |
为何美元不容易垮？ |
| Treat it as heresay for now: Risk of Global War is Rising |
How long will oil price be kept low? |
| Thought of the day: Inflation future may be hyper |
People in general are closer and closer to capitulation |
| We are facing a tremendous inflation future |
你们注意到没有,几个大国不但不抛美元,反而买更多的美国国债 |
| 真正意义上的债主是发行票据的人. 那天CCD能够发行花花绿绿的票据 |
理解了美元70%流通于全球, 你就理解通货膨胀发生的大致比例了 |
| 洋葱头儿妈妈的结论和我是一致的, 但她忽视了几点: |
具内部分析,美国这次危机看似巨大,倒掉几家大行, 但都是金融类产业 |
| 这就是我要说明的，看似无法控制的灾难可能是早就预谋的，有几点迹象表明： |
有几点基本的认识要清楚,才能看的远,不犯策略性错误 |
| 为何美元现在要升? 我的理解 |
History is on your side for this concern, let me explain |
| I predicted DJIA to drop below 10000 about 3-4 months ago |
Exlanation why CDS is a zero sum game and how we trade profit |
| 对股帝的 |
How to look at bubbles and what types of bubbles? |
| To DC investors: The 700B bailout will be a boon to DC area |
Let me explain why this crisis is SO good to DC region |
| 美国的钱已经在大量侵蚀中国企业的股份, 不远的将来一半以上的 |
What's the minimum requirements for World Currency Status? |
| 理解大部分美元并非在美国国内流通, 可以帮助你理解BAILOUT真正COST |
If you still don't understand, let me explain: |
| Buffet's comment on housing reinforced my belief: |
2000年股灾是否又要重演了? 不祥的感觉 |
| 现在和70,80年代何其相似, 很可能重演 |
Understanding that salary can increase but its buying power can |
| Bailing out F & F will surely lead to one outcome: High Inflatio |
Wishful thinking! I think we'll have to wait for 2010 |
| 有用的信息: 美国人口增势惊人,比中国快.但比印巴慢 |
美国能源战争计划和实行详情[原创] |
| 为何CREDIT，高油价，低美金，高物价，高通涨一齐发生，巧合吗 |
让各位更清楚油价为何被炒高,我透露一些内部操做的内幕 |
| 为何石油需求是部分伪造出来的. 金融炒操作内幕[2 - 原创] |
美国中东石油战略详细解说-2[原创] |
| 美国中东石油战略详细解说-1[原创] |
Adhoc analysis after reading FT.com article |
| 谢国忠:全球元气大伤 短期内恢复没希望 [ZT] |
China real estate is next to collapse? |
| Signs of Recession are showing stronger and stronger |
There are something we must be very clear about inflation |
| US' VC system is what made set US apart from other nations. |
WSJ today suggests that China may enter a 105 year bear market |
| Views from expert: |
A couple arguments I liked about this article: |
| Strange situation |
Let me add a few on the key differentiator: Innovative power |
| Thanks for all your reasons, let me go deeper... |
What is |
| Wall street will NEVER get into long term trouble because |
Hyper inflation will cause following to happen: |
| China inflation all time high and my thought |
Don't carry it too far, US will not be finished. |
| Last 30 years, recession average spacing: |
It's funny that when nobody knows anything, they'll ask Oracle |
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