博文
泛政治化，总在寻找对错的思维，其实往往是驴唇不对马嘴
(2007-06-28 07:47:03)

==========
关于文艺复兴
文艺复兴的核心，就是离开”神本位“的思维，离开你是”和神在一起“还是“反对神”的判断，
文艺复兴的结果，是新的，无拘束的，思维方式和价值判断
人类文明从此大步前行，
==========
关于“科学”的论辩和思维，
我们很多人，对“谁说的”比“说的什么”关心多多。
好像“甲在这件事上错了”，于是“甲在那件事上[阅读全文]
阅读 () ┆ 评论 (0)
ZT: A、B、H股加速并轨势不可当
(2007-06-20 19:37:47)
thisonehasessentiallythesamelineofthinkingasmyself,
valuewilloutlasttime,
---------------
http://winsun888.blog.sohu.com/51627836.html
搜狐博客>常洋价值投资论坛>日志>大势研判
2007-06-20|调整大揭密：A、B、H股加速并轨势不可当！标签：A股B股H股并轨价值洼地
今天大盘尾盘的快速下跌其实一点都不奇怪，近期大盘的结构性调整已经正式启动！
何谓结构性调整呢？这次股市的结构性调整[阅读全文]
阅读 () ┆ 评论 (0)
on fusion of Shanghai and HK markets,
(2007-06-20 06:56:04)
it'sawritingonthewallthat,soonerthanlater,ShanghaiandShenzhenandHKmarketwillbefunctionallyaone,
manyproposalsarefloatingaround,fromCDRtodoubleregistrationtoQDII,
QDIImightbetheeasieststepforimplementationasofnow,
fromalongtermandmarcopointofview,aninflatedpriceonAsharesduetoclosedmarketandextraspecfever,whileitcanaddextragainforsomemembers,itwillbeChinasociety'slossforitsretirementpens...[阅读全文]
阅读 () ┆ 评论 (2)
蒙蒙, statistics rules
(2007-06-08 06:58:04)
therearealwayssomethingdeviatingfromthecenter,themean,theaverage,
especiallyforabigsetofsamples,
buttheonlyscientific,andoftensensibletoo,wayistolookattheoverallpicture,
thisisnottodenytheissues,butjusttoassignthemwithappropriateweight,
assomeonesuggested,manytimestheskyiscloudybecauseoureyesarecloudy,
nottomentionthat,afrogcouldbecomereallyknowledgeableabouttheworldifhecanmana...[阅读全文]
阅读 () ┆ 评论 (0)
a few thoughts on investment
(2007-06-04 19:13:43)
1,onChinesestockmarket,
I'mstillbullishonChinesestocks,mostlyFXIcomponentssuchasSNPLFCetc.Asharetomeseemsabitovervaluedpersonally,noticeablyonthevaluationgapbetweenAandHshares.Inacoupleofexchangeswith左右逢源,ImentionedI'vekindoflostinterestintheAmarketevenitmayverywellonitswayto5000or8000.(http://web.wenxuecity.com/BBSView.php?SubID=backhome&MsgID=122866)HoweverIrecentlyhadatalkwithonefri...[阅读全文]
阅读 () ┆ 评论 (0)
welfare can't survive population
(2007-05-23 09:01:59)
nomatterwhereandwho,noperforming/producingassetsandpopulationwilldepreciateatveryfastrate,
it'sonethingtopushforChinesegov'ttopayattentiontosocialwealthdistributionissuewhich,inmyopinion,hasstartedtodragthenextphaseofChinesedevelopment;it'sentirelyadifferentdirectiontotrouttheunsustainablewelfarebenefitswhichareessentiallytheresidualofthefruitsoflaborfromthepreviousgenerations.
Historyhadn...[阅读全文]
阅读 () ┆ 评论 (0)
my view on investment... 关于那１万亿 (旧贴)
(2007-05-21 07:46:30)
thisiswhatIpostedat大千股坛today,kindofinrespondingtothenewsthatChinesegov'twilltakea$3BstakeinthecomingBlackstoneIPO,obviouslyinanattempttocaptureasliceinthecurrentprivateequityboom
thekeyideaistoinvestinvalue.
Valuewillgobeyondfashion.Valuewillenduretime.
justasafewyearsago,negativityoverwelmedChinesestockmarket,which,nowweknow,turnedouttobeoneofthebesttimeforvalueinvestors,
obvi...[阅读全文]
阅读 () ┆ 评论 (0)
'truth, whole truth, nothing but the truth' on China's developme
(2007-05-18 11:07:44)
WhatChinadidwithinthelast25years,intermsofimprovementofpeople'slivingstandandintermsofwealthcreation,shouldrankwithinoneofthegreatperiodsofallhumanhistory,
obviouslytherearemanymoretobedesired,thecostonenvironmentdamages,theextremelyunevendistributionincertainareas,thelossofamorebalancedvalueorevenmoralsystem,etcetc.Weshouldnotoverlookthose,butweshouldn'tblindourselveswithsuch,forthemostpart,n...[阅读全文]
阅读 () ┆ 评论 (0)
outlasting time,
(2007-05-16 11:47:04)
valuecanoutlasttime
thatbottleofBordeaux,isprimeat25yearsyoung,
spiritcanoutlasttime,
whilelongdead,thebraveheartstillpumpingtoday,
charitycanoutlasttime,
arichmandiedinpoor,manypoorchildrengotoschool
childrencanoutlasttime,
yeswewillbedirt,theywillpassourmessagesalong,
civilizationcanoutlasttime
wecame,wethought,wecontributed,weexist,[阅读全文]
阅读 () ┆ 评论 (1)
最难风雨故人来
(2007-05-11 08:43:33)
挂靴了，不trade了,只投资，所以就少来了，
wassurprisedandtouchedthismorningwhenIcametothissitetowriteabouttwogiganticnews,andsawbuydip'soneline.
ThefirstnewsisaboutSNP,Chinesegov'thasdecidedtostarttoreduceartificiallydepressedpriceonrefinedgasfromcrueloil,thiswillgraduallyremoveonebigdiscountfactoronSNP(vs.PTR).ThesecondistheBloombergnewsthatChinastartedtoopenQDIIinabidtoelevatethepressureo...[阅读全文]
阅读 () ┆ 评论 (0)
[<<]
[上一页]
[16]
[17]
[18]
[19]
[20]
[下一页]
[>>]
[首页]
[尾页]