政經孫老師|戰爭牛即將來臨!市場有何趨勢?投資如何佈局?
剛剛進入2021年,中國的整個氣氛就變得比較緊張,解放軍的各大軍種都開始回應號召展開訓練,戰爭氣氛日益濃烈。這會帶來新的經濟趨勢。軍需品的核心需求側改革,會逐漸帶動周邊的供求關係,從而帶動整個,從軍需...
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剛剛進入2021年,中國的整個氣氛就變得比較緊張,解放軍的各大軍種都開始回應號召展開訓練,戰爭氣氛日益濃烈。這會帶來新的經濟趨勢。軍需品的核心需求側改革,會逐漸帶動周邊的供求關係,從而帶動整個,從軍需...
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美國的全球和平式帝國體系基本已畫上句號,美國將被迫調整戰略,會更依賴地區間的小聯盟,利用國與國之間的矛盾來互相牽制,維持地區勢力平衡。因此,在東亞地區,美國不會停止對臺灣的支持,軍事合作會更密切,但台...
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美國的新政府班子即將上台,他們面臨著重塑美股經濟規則的責任。在美國的這場權力博弈當中,金融資本獲得了全面的勝利。他們綁架全民,用全球勞動者創造的價值來進行金融壓榨。如果我們不能主動改革現在的遊戲規則,...
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回顧過去的一年,中國乃至世界都發生了非常大的變化。在2021年,中國的政治經濟有可能會出現更大的變化和不確定性。仇恨政治和戰狼外交,將加劇地緣政治的緊張,倒逼中國的軍工產能增加,帶來短期行情。但外部環...
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File: /var/www/html/KOL/kolauthor/application/views/author_post_list_yt.php
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隨著糧荒和電荒的到來,中國有可能進入短缺經濟的時代。隨著短缺經濟的來臨,中國的韭菜,有可能是拿起刀互相收割。這背後顯示出整個中國經濟和社會沒有進步,沒有真正的創造價值,在危機之中只能是進行內部殘酷的存...
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根據人類的歷史經驗,先富不僅不會帶動後富,反而會剝削後富,讓那些後富永遠富不起來。那麼在這個情況下,所謂的共同富裕,就只能是一個神話。在資本主義的世界裏面,先富剝削後富、所使用的這個方法就是依靠壟斷。...
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隨著中國政府對於外匯管控的加劇,人民幣匯率愈加失真。匯率不管升還是跌,它已經是和牆內的韭菜沒有任何關係了。人民幣本來就是中國統治階級設計的一個局,用來定向收割。但如果這些當權者繼續不顧經濟發展規律,肆...
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最近,中國政府有很多對於民營企業的動作。比如對民企進行大規模的統戰,並且對於民企進行全面的管控。實際上,中國已經是從過去的尋租經濟,進入了土匪經濟的時代。中國的股市和債市,都將成為國有資本自己和自己玩...
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中國政府首次提出了“需求側改革”。現在中國內部外部環境都非常嚴峻的情況下,提這個需求側改革並不是好事。它表示中國政府會加快計劃經濟和管控經濟的建設。需求側的改革最終未必能提振消費,反而會引發金融資產價...
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川普將終結“全球化美元”的體系,重建新的美元體系。美元資產價格將面臨重估。拜登則試圖反其道而行,延續“全球化美元”的體系。然而,美元體系的全面重建、價值重估是歷史週期的必然,拜登逆流而動的努力只是徒勞...