中環孫老師 Mr. Central Official

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政經孫老師｜大基建帶來大風險。戒急用忍，政急必亡。紅朝是否將步隋朝後塵，急政而亡？

基建大潮重回中國，但基建刺激的負面效果在三五年之後就會凸顯出來。到時候，產能過剩，無效投資，債務高企等等問題會大規模的爆發。集中力量搞基建，是“急政”的體現。集權君主搞急政，最後無非兩個結果。一個是引...

2021-02-18 17:07:31 有 95,563 人看過有 2,847 人說讚

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政經孫老師｜愚民、洗腦、奴化為何延續千年？從《商君書》解讀古今政治密碼

《商君書》通常被視為進行愚民、奴化教育的邪書，也有人把它看成是厚黑學的始祖。但實際上，《商君書》的出現本來就有特別的歷史意義，它對於中國人也有特殊的意涵。我們從歷史和現實這兩個角度來分析，商君書是一本...

2021-02-14 12:45:42 有 118,680 人看過有 4,128 人說讚

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政經孫老師｜維穩！備戰！中國金融大整肅。嚴打網路存款，嚴查銀行高管。

最近一年中國掀起的金融整肅風潮，席捲整個金融系統，從網路金融到傳統金融，無一倖免。金融的背後，其實是有政治和軍事的考量，政治和軍事的背後，是最高領袖手裏的牌局。中國人，臺灣人，香港人的命運，在很大程度...

2021-02-05 11:10:49 有 86,867 人看過有 1,920 人說讚

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政經孫老師｜蘇聯垮臺三十週年！蘇聯是怎樣被美國搞垮的？中國是否會和蘇聯同樣命運？

現在的中國，計劃經濟在回歸，備軍備戰的氣氛可以說是一刻未停。而且中國現在是直接的在挑戰美國。其實從這幾個方面來看呢，現在的中國已經是越來越走上了當年蘇聯的道路，兩者是變得更加的相似。所以，當年蘇聯最後...

2021-02-02 16:38:42 有 137,996 人看過有 3,404 人說讚

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政經孫老師｜房貸暫停，樓市急凍。資金跑步進入股市？股災型牛市就在前方！

中國一線城市的大銀行近期開始限制房貸。這說明，中國為了刺激經濟，已經是要開始拿房地產開刀了。所以股災型的牛市也肯定就在不遠的前方，該來的終究還是會來，散戶跟主力之間一場廝殺在所難免，大家拭目以待。 #...

2021-01-30 13:07:36 有 117,796 人看過有 2,316 人說讚

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政經孫老師｜逃離北方！中國南北經濟差距增大，人力資本加速轉移，逃向安全地帶。

最近中國大陸各地的經濟數據出臺。中國北方的經濟發展明顯落後於南方，中國南北經濟不斷擴大的差距，現在也是越來越受到媒體的關注。南北經濟的這個差距它是怎麼產生的？所謂的南北經濟，本質上是其實是文化的、文明...

2021-01-28 18:56:31 有 94,899 人看過有 2,337 人說讚

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政經孫老師｜拜登大撒幣！美國經濟全面中國化，股市樓市開始末路狂奔！

新上台的拜登團隊祭出近2萬億經濟刺激計劃，它將使得經濟的實際情況和金融市場背離得越來越遠。以樓市和股市為主的投資市場，將繼續末路狂奔，直到泡沫破滅。拜登團隊的政策，就是在這條末路狂奔的路上，再加一把火...

2021-01-25 12:02:53 有 97,802 人看過有 2,455 人說讚

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政經孫老師｜深圳房價買下半個美國？資金悶殺，吹大泡沫，房地產最後盛宴已來？

最近中國內地的新聞爆料說，用深圳房地產總值可以買下美國。深圳這樣的中國一線城市樓市逆勢暴漲，這本身就說明中國樓市已經快要是走到了強弩之末，進入最後的狂歡盛宴。中國樓市泡沫一旦破滅，缺乏民間社會和福利政...

2021-01-21 11:46:07 有 98,433 人看過有 2,346 人說讚

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政經孫老師｜黃金白銀的財富邏輯。避險資產不再避險，如何在“全民投機”的大潮中生存下去？

2021年，世界正在發生變化。美國新的政府上臺，國際形勢更加錯綜複雜。在投資市場上，各種的不確定性也在增多。在這個情況下，人們開始瘋狂的尋找所謂的避險的資產安全的資產。但現實的情況是，不管你買什麼資產...

2021-01-19 16:55:44 有 65,160 人看過有 1,784 人說讚

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政經孫老師｜越花錢，越愛國？資本加速集中，掏空底層。誰將成為中國經濟的“代價”？

最近，中國有經濟學家提出“越花錢，越愛國”。此說法受到爭議。實際上，現在中國的消費閉環，已經讓窮人成為了代價，利用消費民族主義來推高經濟指數，從而加強穩固現在中國政府的統治。中國的政府是一個消費型政府...

2021-01-16 13:05:33 有 89,405 人看過有 2,527 人說讚