政經孫老師|樓市灰犀牛引爆“難民經濟”,中國將開啟畸形繁榮模式
中國的監管部門最近反復強調“房住不炒”和“樓市灰犀牛”,對房企的債務監管日趨嚴格。中國經濟下行加上房企的強行去槓桿,這兩方面的原因會很快促使中國的樓市出現兩極分化。避難資金湧入大城市,形成畸形繁榮,“...
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中國的監管部門最近反復強調“房住不炒”和“樓市灰犀牛”,對房企的債務監管日趨嚴格。中國經濟下行加上房企的強行去槓桿,這兩方面的原因會很快促使中國的樓市出現兩極分化。避難資金湧入大城市,形成畸形繁榮,“...
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中國經濟進入內循環,意味著中國內部開始了內殖民。發達地區城市群對於落後地區的人力資源掠奪會更變本加厲。中國的命運也和羅馬帝國一樣,在底層社會形態被徹底改變之後,自行解體。現在的大城市戶口,很可能就意味...
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隨著RCEP的正式敲定,中國主導的全球化2.0也進入實施階段。在中國向國際讓利的這個新版全球化進程當中,誰會從中獲益?誰又會從中受害?如果說美國版的全球化是犧牲了傳統工業和農業人口來補貼全球,那麼中國...
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2020年11月,中國大型企業的債務違約集中爆發。這一方面是由於中美脫鉤的影響和目前中國流動性短期收緊,但更重要的是,債務問題說明中國目前的產業升級和內循環經濟的不可持續。而這一屆中國政府對待金融風險...
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無論美國大選結果如何,美國領導的全球體系都將逐漸走向終點,美國為了防止重蹈歷史上羅馬帝國的覆轍,大概率會進行全球戰略調整,逐漸退出全球領導者的角色,回歸美國歷史上的政治傳統。全球一強獨大格局的消失,意...
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習核心親自叫停螞蟻集團上市,金融領域的內鬥還未結束。在實現徹底的內循環經濟之前,習核心需要整肅金融系統,保證將潛在的金融和政治風險降到最小,將可能發生的金融政變扼殺在搖籃中。最後的結局,很可能是螞蟻集...
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目前,華爾街和外資鼓吹投資中國,國際熱錢開始流入。人民幣形成“悶殺”格局。底層中國人使用的人民幣不可兌換、不可流出境外,成為拉高資產價格和穩定匯率的錨資產。外資和特權資本以此大肆收割韭菜。悶殺格局也將...
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美國大選依然懸而未決。如果拜登當選,中美關係是否會緩和?全球化進程是否會重啟?實際上,全球化的終結是一種結構性的趨勢,並非任何一個政客可以改變。民主黨和華爾街的聯盟如果繼續強推全球化路線,反而會給世界...
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螞蟻集團暫停上市的背後,其實是一場韭菜的爭奪戰。經濟內循環,其本質上是一種韭菜的內循環,隨著中國經濟質素不斷下降,中國的韭菜會逐漸的枯萎,韭菜會變成一種稀缺的資源。在這個情況下,各方力量正在展開一場韭...
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香港有關部門不斷主動要求實行離岸數字人民幣的試點,這很有可能是香港全面內地化、港幣被數字人民幣取代的一個征兆。港幣在未來會不會被人民幣徹底取代,徹底消失呢?這對我們的投資和財富安全有何啟示? #數字人...