近日,查理·芒格说:“我对投资中国的乐观程度有所下降,但依然认为中国是个必不可少的贸易伙伴。几乎每个资本家对中国的热情都不如一年前,但我对中国并未绝望。我不认为我们之间会发生战争。如果我们不和中国打仗,那么唯一要做的就是与中国相处。无论对于美国还是中国,不和对方相处都太疯狂了。“
Mr Munger said his optimism on Chinese opportunities had moderated, but he considered it an essential trading partner.
“Almost every capitalist is less enthusiastic about China than they were a year ago but I am not despairing about China at all. I don’t think we are going to have a war, and if we don’t have that then the only thing to do is to get along with China.
Nothing could be more crazy — for either China or the United States — than not getting along with the other.”
近日,米特·罗姆尼说:“雷-达利奥是个聪明人,也是个朋友,但他对中国可怕的侵犯人权的行为佯装无知、对共谋投资的合理化是一种可悲的道德失误。可悲的是,在这里和整个自由世界,有太多的人都有这种想法。”
「Ray Dalio is brilliant and a friend, but his feigned ignorance of China’s horrific abuses and rationalization of complicit investments there is a sad moral lapse. Tragically, it is shared by far too many here and throughout the free world.」

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More from @renfanzi

7 Jul
现在请听题,评论区里写答案。
是不是我没把题目说清楚?大伙的答案竟然无一命中,连基本接近的都没有,这不是洒家读者的基本水平。

郭树清的意图我应该说明白了吧,他认为房是中国家庭部门最重要的资产,也是商行重要业务和利润来源,但是保险保障严重不足,让外资保险公司提供各自国家做家财险的情况,供银保监会参考设计。
你所知道的所有美欧日保险公司都被动员起来了,整了一大堆材料上缴。这些邪路国家的保障机制要想在厉害我国落地遇到的第一个难题就是:公权私权的界限,其实就是没有私权。这意味着只有70年使用权的房,名义上归你,但附着在国有土地上,毗邻其他像你一样的厉国居民。
Read 6 tweets
16 Jan
我小结一下我的观点:

1、美国也可以衰落,因为没有永远牛逼的国家;
2、放眼全球,美国依然是最牛逼的国家;
3、美国的宪法也有改进的空间,比如有来有去,让社会更加开放;
4、美国是人类史上罕见的国家实力财富双扩张但平民却越来越穷和贵族对立越来越尖锐的国家,
怎么再平衡风险收益甚至创造新型博弈规则,是堪比独立建国的伟大实验;
5、美国操作系统的反脆弱性,是人类史上最好的;
6、再怎么着也轮不到赵厉糠。

说一下川普:

1、历史的进程选择了川普,川普是历史操蛋的结果,这和他本人有多操蛋,只有弱关联;
2、川普的操蛋立竿见影,拜登的操蛋持久绵长。哪个更操蛋,现在还不好说;
3、从自然人、商人和总统来看川普,都说不上有多成功,但他已经在人类史上留下深深的印迹,功过是非,由今人评价,并不恰当,可以等几十年后再看;
Read 6 tweets

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