#Papi酱说好阿姨比男朋友难找#
不能让贪婪的资本像野火一样无限疯狂地扩张。
The financial damage from the Chinese government’s crackdowns on industries such as education and technology is clear: Some estimates put it at more than $1 trillion of market value. But what Beijing hopes to achieve is a separate question.
Common prosperity could be the answer, Morgan Stanley says. The aim, the bank says, is to fight rising income inequality and encourage consumption, making possible more economic growth.
不能让贪婪的资本像野火一样无限疯狂地扩张。
The financial damage from the Chinese government’s crackdowns on industries such as education and technology is clear: Some estimates put it at more than $1 trillion of market value. But what Beijing hopes to achieve is a separate question.
Common prosperity could be the answer, Morgan Stanley says. The aim, the bank says, is to fight rising income inequality and encourage consumption, making possible more economic growth.
看完,有昆丁cult片風。連section,黃字都抄到十足。也有十多年前電影Watchmen 的plot. 海王的弟弟Patrick Wilson 在裡面是個肥仔。還有兩處提一下。囚車里提到Cantonese 点墨。意思是点穴。老鼠叫乱炖Ratatouille. 致敬动画片Ratatouille 料理鼠王。任意揶揄system. 對這system,Who watch the watchers的質問. 最後Disney value prevails. [哈哈]
Joe Davis过去做了个fair value模型,fair value指的是一个“公平价格”,任何资产价格都会短期内被高估或低估,但长期来说会回归到这个fair value。这个模型的独特之处在于分成两部分,第一部分是预测CAPE,第二部分是把常量加上动态预测的PE。
其实对于我们每个人也是,在某些时间段的价值会被高估或低估,但自己心里一定要有对自己的清晰认知,这个认知就是属于自己的fair value。这样才不会因为外界迷失自己,另外自己的价值分成动态的和常量,不要以为自己的fair value是不变的,用动态的视角看世界和行业,也反过来用动态的眼光看待自己。 https://t.cn/Ry8wHHd
其实对于我们每个人也是,在某些时间段的价值会被高估或低估,但自己心里一定要有对自己的清晰认知,这个认知就是属于自己的fair value。这样才不会因为外界迷失自己,另外自己的价值分成动态的和常量,不要以为自己的fair value是不变的,用动态的视角看世界和行业,也反过来用动态的眼光看待自己。 https://t.cn/Ry8wHHd
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