平凸杂谈
才高五斗不觉耻，水灌一坛只作痴。凸情不枉君付意，子志难琢我化石。
博文
(2012-02-03 08:54:48)
ThursdayendedupwithtwoslicesofpizzaforaverageAmericans.First,DonaldTrumpendorsedMittRomneyastheGOPpresidentialcandidateastheybothliketofirepeople.Second,243,000jobshavebeenaddedinJanuary,andunemploymentfellto8.3%.That’sthebestsincethreeyears.12月的尘报里咱说到床铺号称要主持爱喝花粥的初选辩论会。但是后来又被迫退出，因为他不同意放弃自己参选的可能。这就导致我们大家在12月27日没有能够看到一场如同Appre...[阅读全文]
(2012-02-01 09:51:56)
FacebookistoIPO.ItisfilingS-1withSECtoday,disclosingitsstrategy,revenue,operation,etc.Itisstillnowsureifitis$5Bor$10BthatFacebookwillraisefromtheIPO.Butamarketcapitalizationcloseto$100Bseemsnosurprise.Thereareonly40companiesinUSstockmarketvaluedabove$100Bmark.马克扎克伯格一向是不喜欢IPO的。一个CEO不喜欢IPO是没有道理的，但是一个大股东兼CEO不喜欢IPO就是很有道理的。作为股东的CEO是不喜欢把自己的家底...[阅读全文]
(2012-01-31 11:09:08)
Ireadareportaboutamarketresearchonsmartphones,theranksofiPhones,AndroidsandBlackberreis.Thetopic,notjusttheresults,isinteresting.Howsmartphonesareusedintoilets?ThreequartersofAmericanswithasmartphoneusetheirphonesinbathrooms.Onequarterwillnevergointobathroomwithoutaphone.Amongallusersofsmartphones,GenerationYaremostpopularbathroomsmartphoneusers,followedbyGenerationX.经济危机是好事。危机中大量的人...[阅读全文]
(2012-01-30 09:27:51)
It’sanonewweekendlasttwodaysforme.WatchedacoupleepisodesfromtheChineserealityshowYouAreTheOne.A27yearsoldmiddleschoolteacher,oneofthepopulargirlsonthatstage,wasbroughthomebya27yearoldrestaurantowner.I’vealsoknowntoomuchaboutChineseoverseasreturneesstories,fromthatofSohu’sZhangChaoYangtotherecentLiuLiLi.Youmaywonderwhatthehellthesethingsseemtorelatewitheachother.非诚的王琛牵手肖凡，其实并非我要说...[阅读全文]
(2012-01-26 12:04:15)
FOMCWednesdaycommittedto1)keepshortterminterestratebetween0-0.25%untilendof2014,2)carryout$400BOperationTwistbyJune2012.TheFed’sstatementisanosurprisetothemarketexceptthatBernankelayoutcriteriaforfurtherQuantitativeEasing,thecoexistenceofhighunemploymentandlowinflation.联储周三的会议基本上没什么悬念。对于宽松货币政策的投票，以9：1通过。联储将在2014年底之前持续保持短期利率在极低的水平，也就是0-0.2...[阅读全文]
(2012-01-25 07:51:44)
Ifyouhaven’theardaboutControversyMarketing,that’snotyourfault.There’snotbeenaphraseofcontroversymarketinguntiltoday.ThereissomethingcalledControversialMarketingthatmeansanyformofmarketingiscontroversialbecauseit’salwaystryingtodamagepersonalautonomy,harmcompetitors,ormanipulatesocialvalue.Butmostrecently,whenyou’vethoughtabouthowApple’sgrowninpopularityinthelasttenyears,youknowthat’swhatIme...[阅读全文]
(2012-01-24 13:39:14)
Igotupat5amonSaturdaybecauseitwasmyson’sswimmeet.Then,3:30onSunday,becauseIcouldn’tsleep.Bythetimeeveryoneiswatchingthedragonco-pilotedbyadragonfly,abutterflyandabee,Iwasonthewayagainforhisseconddaymeet.大家都新年好。初五以内拜年都是应该的。因为不是很特殊的原因，我今年是在大家的口水声中看春晚的。看的时候，我想起一个故事。春晚看完故事就完了。今天咱说故事，不谈春晚。话说兔龙接棒的时候，兔子让龙把[阅读全文]
(2012-01-20 12:00:48)
我个人是非常喜欢韩方二人继续斗下去，出个真相来也好对世人交待。而且我认为方舟子应该胜出，因为韩寒自己都已经底虚了。方舟子打假即使不是真心，对社会危害也比韩寒冒充有文化的意见领袖来的小得多。当然这件事，以我的认知水平，双方都是炒作。是自发的炒作，操作得好，双方都是赢家。麦田突然提出道歉，也许另有内情。比如得了点好处什么的，就不闹下去[阅读全文]
(2012-01-19 13:59:06)
凸子尘报：革命，民主和自由TheStreetisrumoringthatanotherQEisunderway.Twooftheanti-QEeconomistshaveleftthe9-memberFOMCthatsetsthecentralbankpoliciesandtargetrateseveryfewweeks.Anotheranti-QEeconomistisleavingin4weekstoo.Withprobably2of3postsrefreshedwithpro-QEcandidates,theFedissureabletofloodthemarketwithadditionalcashinhundredsofbillionsinthenext6-12monthperiod.Enjoythemoney!先说FOMC。FederalOpen...[阅读全文]
(2012-01-18 12:57:35)
ChinareleaseditssecondNationalReportonClimateAssessment.ItfurtherestimatedthatChineseagricultureproductionmayfallby20%by2050,aschinacurrentlyproducesaquarteroftheworld’scarbondioxideemission.China’sfirstreportwasreleasedintheendof2006,inwhichwarmingandshiftsofwaterfallpatternswereidentifiedasthedrivingforcesofclimatechangesinChina.蓝贝大概是对吴英被判死刑的是有些感慨。我没有具体研究法律的条文，所...[阅读全文]
