- == 系统问题，暂停聊天功能。==
- 【征集】西西河的经济学，及清流措施，需要主动参与者，『稷下学宫』新认证方式，24年网站打算和努力目标
主题：两难的道路越来越狭窄 -- zhuhit
家园 无须攀比 身边大多数人有车，在下就不买车，工作地远？辞工，找离家步行十五分钟范围的，钱少的工作自然压力亦少，少去医院便也赚了。
家园 两辆合资车多花了至少20万 国内从改开到现在，资产一直都比较廉价。我个人觉得，应该尽量减少浪费，争取尽可能多的获取资产。
进口车也好，苹果手机也好，对于有钱人来说无所谓。但是国内很多人非常的脑残，包括我自己的很多亲戚朋友，明明经济条件不好，还非得给老外大把大把送钱，以显得自己“高端大气上档次”。
我的有些亲戚朋友，明明5、6万元的国产车就可以了，非得多花10多万，买一辆德国的“国民牌”轿车，以为自己就比普通国民高人一等了。真搞不明白他们怎么想的，一点都不为自己的未来做打算。
家园 周小川可能离职 Chinese Leaders Discuss Replacing PBOC Chief
China Shares Rise to 18-Month High on News Zhou Xiaochuan May Go
估计习近平对于紧缩的经济政策已经失去耐心。习不可能换李克强，那就从央行行长换起吧。
家园 只要保住支配权，其他都是浮云 劫贫济富也好，黑吃黑也好，把水搅浑转移内外矛盾也好，不择手段的唯一目的只有一个：世世代代骑在百姓头上拉屎拉尿。
家园 私有化, 市场化, 资本市场开放: 用孩子喂狼 1.
nobody can afford 资本外流, TG top in particular.
RMB开放/资本市场开放 was slowed down a little, and now X starts 用孩子喂狼, 私有化国产, but real 狼 is Uncle Sam;
that is challenging, 用 what kinds of 孩子喂 white 狼?
how to manage the political risk of it?
I don't know, I would think that X can make it some how, "半殖民地" economically is still likely, then with Chinese asset supporting, RMB will be ok;
then you QE, then you internationalize RMB M2;
economics side may not be a big deal, political risk is challenging.
I don't know whether is this all good or bad for china, a social science itself, I don't want to be bothered.
I just care the physics side of it: what is more likely?
2.
having said that, given the broken 私有制 system if any, and the lack of legal system of whatsoever, and all kinds of 脑残 Chinese social science, how can Chinese native 资本家 compete with 美军sp500?
very hard, and if 美军sp500 is not there 打掩护, the Chinese native 资本家 will be scared of any X's political 脸色, so 资本家中外联军对抗TG政治共军?
as said, china as a beautiful and still growing 载体经济 with 1.5B 干电池 managed by 毛林共识, working almost like solders, without any 民粹民主 BS, with red gen II as political boss.
what a world of tg's "china model".
通宝推：forger,家园 国企改革现在就是这个思路 引入外来资本
现在的难度在于外部美元的收缩的大环境,国内内在房地产下降引起的通缩
家园 盯着所有制说话的，没有跟上时代 现在的改革实际目的是要提升效率。国有的效率高就出去并购别人，国有的效率低就被别人吃掉，不看出身，同等竞争。
就是除掉国家的四梁八柱，把中国市场化的身份制、地方保护、行业垄断等等打破，在一个统一的国内大市场中，让各个大佬同等竞争，有本事就吃肉，没本事就歇逼。
所以金融这个垄断堡垒在被打开，年初阿里的各种宝宝们没有海子里的首肯，央行分分钟让宝宝死掉。为什么？百业萧条独旺金融，用互联网的鲶鱼促一下衙门口朝南开的银行门，还是要提升效率。
在这个大思路下面，医保调子也180大转弯了，从上届的依靠国有，现在放手民营进入。这个事情后面再说，本人对此保留。
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上面是经济上面，中国搞经济不能不搞政治，目前中国经济的一大障碍，是各地的经济割据，并因此产生的地方上以权力为核心的政商纽带，山西是典型。当然四川因为你懂得也被成为典型。反腐就是反的中层垄断，打破正在形成的世袭制，阶层固化。裸官、海外追逃贪官就是切断中低层里通外国的可能，
政治上面的种种一方面集权立威，一方面也为经济发展上面去除障碍，
- 违规禁，【补充】可申诉或道歉来解。偏要看
家园 香港的事 香港的事可以验验本届的成色
家园 我挺喜欢这种中英混杂的风格 一定保持哦。
这是西西河一道亮丽的风景
家园 "跳爱因斯坦电梯"模型 individually, we are all local, 局域, trapped in some kind of 爱因斯坦电梯, one way or another;
however, "度量结构" is collectively, regionally or globally produced in a 广义相对论弯曲时空世界, kind of like "跳爱因斯坦电梯", jumping from one "爱因斯坦电梯" to another, with 规范变换 ("局域相位变换").
for example, "hullo" is largely a 马克思主义毛粉丝, but his analysis of 民粹主义民主自由 "disaster" in many Asian and other developing countries is right on money, vs highly effectiveness and productiveness of 毛林共识's model in tgchina.
and many of his political and economic analysis of china and other countries make a lot of senses: he offers some "value" from his 马克思主义毛"爱因斯坦电梯", and if you are not in there with him, you are missing an important piece of information.
because, TGchina is running 毛林共识 ALGO, if you don't have information to model Tgchina, you can't model the global capital market. your model will be a piece of trash, likely.
and in a way, 民粹主义民主自由 going extreme in Europe is basically putting EU into a deflation trap.
in that sense, 毛林共识 model may still have quite bit of life in tgchina, as bad as it sounds, 臭豆腐， 闻起来臭， 吃着香, still working to some extent, kind of why TG top is and will be still running 毛林共识 ALGO for the foreseeable future.
and you can't get this kind of analysis from white's world, because there is no 毛林共识 branded "爱因斯坦电梯" there. they got their share of problems in this information world.
I type in English, because it is a lot of faster.
家园 英不英,中不中 看着真累