昨天第一次诠释inflation对市场的杀伤力。之后这个会越来越多的。看那个借钱的疯狂劲儿
首先，credit expansion的第一结果就是造成commodity的暴涨
为什么呢，end of the day, 那些实物就那么多。钱就多得太多了
oil price climbed up to $100 with some surprise
but perhaps it is just the beginning.
这期的edge有个访谈，是看空的。 站在索洛斯阵营， 以历史， 经验和传统经济理论为基础来看空的！ 我读了之后，觉得跟现在媒体上流行的新经济理论蛮不同了。 whether greenspan's credit expantion is hell, let's see how the market goes in future! only history can give verdict.
as yongster, i believe that many of us are influenced by new things, new theories, and have a feeling of "this time is different", but history repeatedly show to us that they are always the same. however, what to do, who we are is really up to individual.
这期的edge有个访谈，是看空的。 站在索洛斯阵营， 以历史， 经验和传统经济理论为基础来看空的！ 我读了之后，觉得跟现在媒体上流行的新经济理论蛮不同了。 whether greenspan's credit expantion is hell, let's see how the market goes in future! only history can give verdict.
as yongster, i believe that many of us are influenced by new things, new theories, and have a feeling of "this time is different", but history repeatedly show to us that they are always the same. however, what to do, who we are is really up to individual.
Huasing Association 1999 - 2013